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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 | $445,358 | $162,812+173.5% | $133,971+232.4% | $158,966+180.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.82% | 41.94%-38.1pp | 45.09%-41.3pp | 302.95%-299.1pp |
| Employer contribution / active EE | $14,286 | $4,976+187.1% | $3,919+264.5% | $4,762+200.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $311,062 | $11,741+2549.3% | $8,929+3383.6% | $11,250+2665.0% |