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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 | $395,865 | $149,679+164.5% | $117,039+238.2% | $147,586+168.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 3.95% | 19.31%-15.4pp | 18.95%-15.0pp | 578.59%-574.6pp |
| Employer contribution / active EE | $25,129 | $4,937+409.0% | $3,785+564.0% | $4,876+415.3% |
| Participant deferral / active EE | $14,000 | $4,912+185.0% | $3,929+256.3% | $5,439+157.4% |
| Admin fee / account holder | $10,445 | $7,856+32.9% | $5,974+74.8% | $10,886-4.0% |