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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 | $90,538+204.7% | $88,457+211.9% | $154,746+78.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 3.42% | 37.97%-34.5pp | 32.69%-29.3pp | 172.34%-168.9pp |
| Employer contribution / active EE | $20,000 | $4,914+307.0% | $4,681+327.2% | $4,379+356.7% |
| Participant deferral / active EE | $32,930 | $6,073+442.2% | $5,667+481.1% | $6,730+389.3% |
| Admin fee / account holder | $1,013 | $10,337-90.2% | $9,606-89.5% | $14,365-93.0% |