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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 | $470,000 | $232,540+102.1% | $185,117+153.9% | $147,586+218.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 1.92% | 43.03%-41.1pp | 40.50%-38.6pp | 578.59%-576.7pp |
| Employer contribution / active EE | $40,491 | $5,195+679.4% | $4,182+868.3% | $4,876+730.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,088 | $10,275+105.2% | $8,159+158.5% | $10,886+93.7% |