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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 | $371,532 | $228,352+62.7% | $185,835+99.9% | $158,966+133.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.73% | 40.81%-41.5pp | 35.96%-36.7pp | 302.95%-303.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $20,000 | $6,416+211.7% | $5,633+255.0% | $5,983+234.3% |
| Admin fee / account holder | $3,466 | $11,867-70.8% | $9,502-63.5% | $11,250-69.2% |