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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 | $315,140 | $135,956+131.8% | $123,894+154.4% | $273,972+15.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.91% | 56.63%-55.7pp | 47.52%-46.6pp | 41.46%-40.5pp |
| Employer contribution / active EE | $22,292 | $5,170+331.2% | $4,617+382.8% | $4,869+357.9% |
| Participant deferral / active EE | $16,000 | $6,343+152.3% | $5,984+167.4% | $5,287+202.6% |
| Admin fee / account holder | $1,885 | $9,817-80.8% | $8,357-77.4% | $10,133-81.4% |