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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 | $452,779 | $81,664+454.4% | $70,476+542.5% | $158,966+184.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.21% | 208.59%-204.4pp | 109.12%-104.9pp | 302.95%-298.7pp |
| Employer contribution / active EE | $14,824 | $3,219+360.5% | $2,738+441.4% | $4,762+211.3% |
| Participant deferral / active EE | $14,825 | $4,556+225.4% | $3,710+299.6% | $5,983+147.8% |
| Admin fee / account holder | $3,395 | $6,197-45.2% | $3,847-11.7% | $11,250-69.8% |