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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 | $567,955 | $148,629+282.1% | $135,982+317.7% | $139,487+307.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.92% | 79.33%-76.4pp | 68.32%-65.4pp | 373.84%-370.9pp |
| Employer contribution / active EE | $10,178 | $5,247+94.0% | $4,859+109.5% | $4,755+114.1% |
| Participant deferral / active EE | $30,000 | $8,102+270.3% | $7,760+286.6% | $6,713+346.9% |
| Admin fee / account holder | $4,048 | $12,406-67.4% | $10,767-62.4% | $11,407-64.5% |