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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 | $455,604 | $94,031+384.5% | $115,768+293.6% | $82,448+452.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 2.31% | 20.61%-18.3pp | 100.46%-98.2pp | 41.64%-39.3pp |
| Employer contribution / active EE | $20,867 | $2,323+798.1% | $2,940+609.8% | $2,551+718.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,094 | $10,249+96.0% | $12,439+61.5% | $7,234+177.8% |