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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 | $458,304 | $124,425+268.3% | $112,040+309.1% | $137,256+233.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,544 | $3,411-54.7% | $2,954-47.7% | $4,156-62.8% |
| Participant deferral / active EE | $29,336 | $5,718+413.0% | $5,098+475.5% | $6,407+357.9% |
| Admin fee / account holder | $30,896 | $15,207+103.2% | $12,098+155.4% | $12,270+151.8% |