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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 | $408,173 | $152,592+167.5% | $125,180+226.1% | $152,885+167.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.25% | 54.84%-52.6pp | 43.79%-41.5pp | 345.39%-343.1pp |
| Employer contribution / active EE | $36,047 | $4,947+628.7% | $3,866+832.5% | $4,763+656.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,821 | $13,435+47.5% | $9,703+104.3% | $11,598+70.9% |