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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 | $316,318 | $70,121+351.1% | $63,803+395.8% | $138,895+127.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 8.60% | 946.48%-937.9pp | 543.72%-535.1pp | 145.39%-136.8pp |
| Employer contribution / active EE | $10,831 | $2,882+275.8% | $2,532+327.7% | $4,194+158.2% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $107,681 | $6,738+1498.2% | $5,196+1972.2% | $12,562+757.2% |