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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 | $379,961 | $123,155+208.5% | $108,753+249.4% | $155,188+144.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.47% | 44.73%-39.3pp | 37.47%-32.0pp | 148.84%-143.4pp |
| Employer contribution / active EE | $15,750 | $2,811+460.2% | $2,427+549.1% | $4,248+270.8% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,517 | $12,126-71.0% | $10,320-65.9% | $14,480-75.7% |