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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 | $313,485 | $102,422+206.1% | $147,117+113.1% | $80,959+287.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.20% | 135.16%-128.0pp | 420.54%-413.3pp | 35.67%-28.5pp |
| Employer contribution / active EE | $18,182 | $3,717+389.1% | $4,932+268.6% | $2,757+559.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,569 | $7,953+32.9% | $12,993-18.7% | $6,925+52.6% |