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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 | $465,086 | $154,754+200.5% | $124,206+274.4% | $138,895+234.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.55% | 709.28%-699.7pp | 515.27%-505.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $15,680 | $4,446+252.6% | $3,540+342.9% | $4,194+273.8% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $118,330 | $6,690+1668.8% | $5,929+1895.9% | $12,562+842.0% |