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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 | $400,890 | $115,796+246.2% | $101,264+295.9% | $158,950+152.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.46% | 56.15%-48.7pp | 46.48%-39.0pp | 302.91%-295.4pp |
| Employer contribution / active EE | $17,473 | $4,175+318.5% | $3,660+377.4% | $4,762+266.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,486 | $7,247-79.5% | $5,947-75.0% | $11,248-86.8% |