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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 | $404,051 | $154,159+162.1% | $130,026+210.7% | $139,456+189.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.45% | 32.50%-27.1pp | -137.26%+142.7pp | 373.45%-368.0pp |
| Employer contribution / active EE | $18,010 | $5,292+240.4% | $4,321+316.8% | $4,753+279.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $8,288 | $14,001-40.8% | $10,608-21.9% | $11,407-27.3% |