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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 | $436,041 | $210,908+106.7% | $153,643+183.8% | $145,884+198.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.55% | 13.46%-11.9pp | 15.71%-14.2pp | 551.85%-550.3pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $178,434 | $7,976+2137.1% | $6,754+2541.8% | $6,690+2567.3% |
| Admin fee / account holder | $46,280 | $19,477+137.6% | $12,739+263.3% | $13,392+245.6% |