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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 | $174,379+56.2% | $152,093+79.1% | $138,895+96.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.20% | 74.86%-72.7pp | 66.36%-64.2pp | 145.39%-143.2pp |
| Employer contribution / active EE | $21,000 | $4,652+351.4% | $4,175+403.0% | $4,194+400.7% |
| Participant deferral / active EE | $31,000 | $6,159+403.3% | $5,451+468.7% | $6,396+384.7% |
| Admin fee / account holder | $10,000 | $16,880-40.8% | $14,497-31.0% | $12,562-20.4% |