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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 | $201,264+191.9% | $184,185+218.9% | $145,978+302.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.80% | 29.00%-26.2pp | 28.81%-26.0pp | 550.52%-547.7pp |
| Employer contribution / active EE | $39,728 | $7,021+465.9% | $6,426+518.3% | $4,662+752.2% |
| Participant deferral / active EE | $30,000 | $9,806+205.9% | $9,132+228.5% | $6,690+348.5% |
| Admin fee / account holder | $15,214 | $16,376-7.1% | $13,909+9.4% | $13,400+13.5% |