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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 | $136,860+234.9% | $120,344+280.8% | $154,746+196.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 21.38%-21.4pp | 20.30%-20.3pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,544 | $3,533-56.3% | $3,020-48.9% | $4,379-64.7% |
| Participant deferral / active EE | $29,336 | $5,793+406.4% | $5,135+471.3% | $6,730+335.9% |
| Admin fee / account holder | $30,896 | $15,393+100.7% | $12,742+142.5% | $14,365+115.1% |