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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 | $428,309 | $162,821+163.1% | $133,978+219.7% | $158,982+169.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.30% | 41.95%-39.6pp | 45.10%-42.8pp | 302.99%-300.7pp |
| Employer contribution / active EE | $11,960 | $4,976+140.3% | $3,919+205.2% | $4,763+151.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,333 | $11,742+22.1% | $8,930+60.5% | $11,252+27.4% |