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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 | $401,321 | $166,268+141.4% | $165,100+143.1% | $145,897+175.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.27% | 100.52%-94.2pp | 70.21%-63.9pp | 552.29%-546.0pp |
| Employer contribution / active EE | $17,968 | $5,284+240.1% | $4,348+313.2% | $4,663+285.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $65,583 | $16,659+293.7% | $12,696+416.6% | $13,390+389.8% |