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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 | $377,351 | $101,950+270.1% | $125,529+200.6% | $86,983+333.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 10.87% | 18.29%-7.4pp | 202.56%-191.7pp | 25.83%-15.0pp |
| Employer contribution / active EE | $15,686 | $2,358+565.2% | $3,058+413.0% | $2,584+506.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $20,653 | $12,791+61.5% | $16,298+26.7% | $7,856+162.9% |