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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 | $481,445 | $123,155+290.9% | $108,753+342.7% | $155,188+210.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 3.12% | 44.73%-41.6pp | 37.47%-34.4pp | 148.84%-145.7pp |
| Employer contribution / active EE | $31,264 | $2,811+1012.1% | $2,427+1188.4% | $4,248+636.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,800 | $12,126-10.9% | $10,320+4.7% | $14,480-25.4% |