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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 | $271,668 | $104,709+159.5% | $85,705+217.0% | $167,553+62.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 5.59% | 21.45%-15.9pp | 21.49%-15.9pp | 478.89%-473.3pp |
| Employer contribution / active EE | $9,091 | $3,338+172.3% | $2,619+247.1% | $4,840+87.8% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12,140 | $10,036+21.0% | $6,877+76.5% | $12,316-1.4% |