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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 | $272,461 | $227,399+19.8% | $189,758+43.6% | $198,609+37.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.20% | 61.03%-58.8pp | 52.62%-50.4pp | 202.70%-200.5pp |
| Employer contribution / active EE | $21,000 | $5,526+280.0% | $4,767+340.6% | $5,055+315.4% |
| Participant deferral / active EE | $31,000 | $6,837+353.4% | $5,856+429.4% | $6,977+344.3% |
| Admin fee / account holder | $10,000 | $25,162-60.3% | $20,388-51.0% | $19,030-47.5% |