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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 | $334,042 | $49,976+568.4% | $66,674+401.0% | $82,637+304.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 10.84% | 39.09%-28.2pp | 321.24%-310.4pp | 53.51%-42.7pp |
| Employer contribution / active EE | $12,784 | $1,988+543.0% | $2,620+387.9% | $2,552+400.9% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,828 | $4,594+288.1% | $5,098+249.7% | $7,339+142.9% |