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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 | $275,864 | $70,532+291.1% | $68,948+300.1% | $137,256+101.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 3.42% | 32.56%-29.1pp | 28.39%-25.0pp | 220.34%-216.9pp |
| Employer contribution / active EE | $20,000 | $4,355+359.2% | $4,165+380.2% | $4,156+381.2% |
| Participant deferral / active EE | $32,930 | $6,773+386.2% | $6,186+432.3% | $6,407+414.0% |
| Admin fee / account holder | $1,013 | $7,916-87.2% | $7,539-86.6% | $12,270-91.7% |