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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 | $166,089+121.5% | $164,928+123.0% | $145,978+152.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.12% | 100.26%-96.1pp | 70.08%-66.0pp | 550.52%-546.4pp |
| Employer contribution / active EE | $27,778 | $5,276+426.5% | $4,343+539.6% | $4,662+495.9% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $322,137 | $16,641+1835.9% | $12,684+2439.6% | $13,400+2303.9% |