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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 | $495,418 | $153,769+222.2% | $133,975+269.8% | $273,972+80.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -10.99% | 36.51%-47.5pp | 29.29%-40.3pp | 41.46%-52.4pp |
| Employer contribution / active EE | $36,350 | $6,029+503.0% | $5,211+597.5% | $4,869+646.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $83,550 | $11,765+610.2% | $9,324+796.0% | $10,133+724.6% |