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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 | $299,293 | $155,555+92.4% | $146,866+103.8% | $155,188+92.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.57% | 115.41%-110.8pp | 102.85%-98.3pp | 148.84%-144.3pp |
| Employer contribution / active EE | $12,000 | $4,647+158.2% | $4,425+171.2% | $4,248+182.5% |
| Participant deferral / active EE | $24,000 | $8,044+198.3% | $7,759+209.3% | $6,531+267.5% |
| Admin fee / account holder | $839,181 | $14,755+5587.3% | $13,620+6061.4% | $14,480+5695.5% |