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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 | $102,393+206.2% | $147,041+113.2% | $80,911+287.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 7.20% | 134.95%-127.7pp | 419.21%-412.0pp | 35.63%-28.4pp |
| Employer contribution / active EE | $18,182 | $3,715+389.4% | $4,935+268.4% | $2,756+559.8% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,569 | $7,943+33.0% | $13,006-18.7% | $6,935+52.4% |