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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 | $314,363 | $117,846+166.8% | $102,434+206.9% | $145,884+115.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.29% | 31.90%-25.6pp | 29.46%-23.2pp | 551.85%-545.6pp |
| Employer contribution / active EE | $9,582 | $3,615+165.1% | $3,023+217.0% | $4,662+105.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $31,271 | $13,356+134.1% | $9,462+230.5% | $13,392+133.5% |