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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 | $340,167 | $85,766+296.6% | $136,297+149.6% | $70,124+385.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.43% | 31.45%-18.0pp | 5156.19%-5142.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $10,445 | $2,966+252.2% | $4,696+122.4% | $2,342+345.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,253 | $5,420+70.7% | $9,244+0.1% | $4,645+99.2% |