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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 | $407,649 | $114,013+257.5% | $103,693+293.1% | $155,188+162.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.26% | 49.31%-42.1pp | 47.61%-40.4pp | 148.84%-141.6pp |
| Employer contribution / active EE | $1,750 | $3,131-44.1% | $2,920-40.1% | $4,248-58.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $221,828 | $8,407+2538.6% | $7,858+2722.9% | $14,480+1432.0% |