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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 | $456,268 | $227,597+100.5% | $189,575+140.7% | $167,536+172.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.65% | 78.44%-71.8pp | 64.19%-57.5pp | 478.82%-472.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $26,357 | $7,002+276.4% | $6,174+326.9% | $6,342+315.6% |
| Admin fee / account holder | $2,401 | $11,877-79.8% | $9,806-75.5% | $12,315-80.5% |