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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 | $389,182 | $105,145+270.1% | $94,664+311.1% | $139,466+179.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 2.66% | 38.09%-35.4pp | 156.84%-154.2pp | 373.66%-371.0pp |
| Employer contribution / active EE | $12,500 | $4,107+204.3% | $3,673+240.3% | $4,754+162.9% |
| Participant deferral / active EE | $19,000 | $7,599+150.0% | $7,417+156.2% | $6,712+183.1% |
| Admin fee / account holder | $176,604 | $8,972+1868.4% | $7,222+2345.5% | $11,409+1448.0% |