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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 | $362,582 | $100,060+262.4% | $149,721+142.2% | $70,126+417.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 5.80% | 27.46%-21.7pp | 1501.67%-1495.9pp | 73.15%-67.3pp |
| Employer contribution / active EE | $31,272 | $3,661+754.2% | $5,444+474.4% | $2,343+1235.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,446 | $8,285+207.1% | $11,282+125.5% | $4,645+447.8% |