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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $476,451 | $185,312+157.1% | $161,489+195.0% | $154,746+207.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.55% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $22,364 | $4,769+368.9% | $4,268+424.0% | $4,379+410.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,642 | $18,654-80.5% | $16,006-77.2% | $14,365-74.6% |