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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 | $351,951 | $166,268+111.7% | $165,100+113.2% | $145,897+141.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.48% | 100.52%-92.0pp | 70.21%-61.7pp | 552.29%-543.8pp |
| Employer contribution / active EE | $25,000 | $5,284+373.1% | $4,348+475.0% | $4,663+436.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,545 | $16,659-48.7% | $12,696-32.7% | $13,390-36.2% |