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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 | $454,112 | $176,838+156.8% | $146,685+209.6% | $167,518+171.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.91% | 24.04%-17.1pp | 22.75%-15.8pp | 478.71%-471.8pp |
| Employer contribution / active EE | $25,806 | $5,161+400.0% | $4,137+523.8% | $4,838+433.3% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,619 | $13,262-80.3% | $10,281-74.5% | $12,312-78.7% |