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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 | $263,674 | $78,707+235.0% | $117,861+123.7% | $70,126+276.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.15% | 23.30%-11.1pp | 335.11%-323.0pp | 73.15%-61.0pp |
| Employer contribution / active EE | $11,752 | $2,223+428.5% | $3,786+210.4% | $2,343+401.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,038 | $5,066-79.5% | $8,021-87.1% | $4,645-77.6% |