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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 | $387,674 | $106,247+264.9% | $96,515+301.7% | $139,466+178.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.81% | 38.47%-27.7pp | 35.73%-24.9pp | 373.66%-362.9pp |
| Employer contribution / active EE | $10,000 | $4,106+143.6% | $3,740+167.4% | $4,754+110.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $59,537 | $7,885+655.1% | $6,735+783.9% | $11,409+421.9% |