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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 | $291,944 | $53,127+449.5% | $86,597+237.1% | $70,131+316.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.80% | 27.66%-17.9pp | 964.96%-955.2pp | 73.14%-63.3pp |
| Employer contribution / active EE | $28,256 | $2,068+1266.2% | $2,840+895.1% | $2,342+1106.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,258 | $3,585+130.3% | $4,906+68.3% | $4,645+77.8% |