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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 | $300,957 | $103,393+191.1% | $87,103+245.5% | $152,909+96.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 3.55% | 28.10%-24.5pp | 28.19%-24.6pp | 345.46%-341.9pp |
| Employer contribution / active EE | $5,528 | $3,221+71.6% | $2,521+119.2% | $4,764+16.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39,338 | $12,195+222.6% | $7,491+425.1% | $11,601+239.1% |