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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 | $469,338 | $254,759+84.2% | $216,567+116.7% | $198,609+136.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | -2.50% | 10.04%-12.5pp | 12.94%-15.4pp | 202.70%-205.2pp |
| Employer contribution / active EE | $33,982 | $6,096+457.4% | $5,216+551.5% | $5,055+572.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $24,212 | $26,311-8.0% | $21,981+10.2% | $19,030+27.2% |