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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 | $587,448 | $201,344+191.8% | $184,243+218.8% | $145,877+302.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.80% | 29.01%-26.2pp | 28.82%-26.0pp | 551.28%-548.5pp |
| Employer contribution / active EE | $39,728 | $7,022+465.7% | $6,427+518.2% | $4,663+752.0% |
| Participant deferral / active EE | $30,000 | $9,807+205.9% | $9,132+228.5% | $6,691+348.4% |
| Admin fee / account holder | $15,214 | $16,382-7.1% | $13,914+9.3% | $13,402+13.5% |