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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 | $367,830 | $166,268+121.2% | $165,100+122.8% | $145,897+152.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.12% | 100.52%-96.4pp | 70.21%-66.1pp | 552.29%-548.2pp |
| Employer contribution / active EE | $27,778 | $5,284+425.7% | $4,348+538.9% | $4,663+495.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $322,137 | $16,659+1833.7% | $12,696+2437.4% | $13,390+2305.7% |