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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 | $270,212 | $76,368+253.8% | $67,681+299.2% | $154,746+74.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.60% | 1066.77%-1058.2pp | 590.58%-582.0pp | 172.34%-163.7pp |
| Employer contribution / active EE | $21,339 | $3,151+577.1% | $2,678+696.7% | $4,379+387.3% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $54,453 | $8,559+536.2% | $6,100+792.7% | $14,365+279.1% |