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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 | $264,508 | $211,288+25.2% | $178,540+48.2% | $145,884+81.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.32% | 30.27%-30.0pp | 27.15%-26.8pp | 551.85%-551.5pp |
| Employer contribution / active EE | $30,658 | $4,574+570.3% | $3,953+675.6% | $4,662+557.6% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,735 | $12,105-3.1% | $10,424+12.6% | $13,392-12.4% |