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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 | $374,078 | $87,166+329.2% | $76,735+387.5% | $137,256+172.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 7.52% | 26.50%-19.0pp | 29.77%-22.2pp | 220.34%-212.8pp |
| Employer contribution / active EE | $16,258 | $2,904+459.8% | $2,454+562.4% | $4,156+291.2% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $113,188 | $8,403+1247.0% | $7,189+1474.4% | $12,270+822.5% |