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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 | $390,685 | $84,236+363.8% | $170,435+129.2% | $70,126+457.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.29% | 23.06%-14.8pp | 205.94%-197.6pp | 73.15%-64.9pp |
| Employer contribution / active EE | $27,609 | $3,387+715.1% | $5,432+408.2% | $2,343+1078.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $42,061 | $5,698+638.1% | $13,881+203.0% | $4,645+805.4% |