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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 | $469,083 | $157,270+198.3% | $141,173+232.3% | $152,870+206.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.02% | 64.33%-62.3pp | 71.40%-69.4pp | 345.34%-343.3pp |
| Employer contribution / active EE | $6,000 | $5,261+14.0% | $4,735+26.7% | $4,763+26.0% |
| Participant deferral / active EE | $16,160 | $7,110+127.3% | $6,710+140.9% | $5,850+176.2% |
| Admin fee / account holder | $193,744 | $12,121+1498.4% | $10,262+1788.0% | $11,597+1570.7% |