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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 | $439,545 | $85,024+417.0% | $70,544+523.1% | $139,466+215.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 4.07% | 30.39%-26.3pp | 32.79%-28.7pp | 373.66%-369.6pp |
| Employer contribution / active EE | $29,573 | $3,912+655.9% | $2,976+893.8% | $4,754+522.1% |
| Participant deferral / active EE | $2,394 | $5,891-59.4% | $4,568-47.6% | $6,712-64.3% |
| Admin fee / account holder | $3,802 | $8,928-57.4% | $6,427-40.8% | $11,409-66.7% |