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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 | $257,181 | $154,193+66.8% | $130,045+97.8% | $139,466+84.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.95% | 32.51%-27.6pp | -137.30%+142.3pp | 373.66%-368.7pp |
| Employer contribution / active EE | $15,527 | $5,292+193.4% | $4,321+259.3% | $4,754+226.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $132,777 | $13,989+849.1% | $10,600+1152.6% | $11,409+1063.8% |