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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 | $434,432 | $100,970+330.3% | $96,576+349.8% | $137,256+216.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.84% | 38.16%-33.3pp | 38.47%-33.6pp | 220.34%-215.5pp |
| Employer contribution / active EE | $31,250 | $3,809+720.4% | $3,553+779.5% | $4,156+651.9% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,718 | $11,312-67.1% | $11,381-67.3% | $12,270-69.7% |