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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 | $492,616 | $185,141+166.1% | $153,416+221.1% | $155,188+217.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 5.81% | 18.72%-12.9pp | 17.84%-12.0pp | 148.84%-143.0pp |
| Employer contribution / active EE | $23,096 | $4,489+414.5% | $3,764+513.6% | $4,248+443.7% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,101 | $16,005-18.1% | $13,0950% | $14,480-9.5% |