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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 | $451,104 | $110,303+309.0% | $95,759+371.1% | $139,487+223.4% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.7pp | 80.3%+10.6pp |
| Annual return | 2.11% | 27.19%-25.1pp | 28.42%-26.3pp | 373.84%-371.7pp |
| Employer contribution / active EE | $24,946 | $3,261+665.1% | $2,836+779.5% | $4,755+424.7% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $656 | $6,615-90.1% | $5,678-88.4% | $11,407-94.2% |