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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 | $278,012 | $98,240+183.0% | $82,312+237.8% | $147,586+88.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.07% | 30.85%-30.8pp | 25.88%-25.8pp | 578.59%-578.5pp |
| Employer contribution / active EE | $10,249 | $3,192+221.1% | $2,428+322.0% | $4,876+110.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,034 | $8,563+134.0% | $5,608+257.3% | $10,886+84.0% |