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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 | $409,275 | $110,379+270.8% | $102,412+299.6% | $145,884+180.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.67% | 24.84%-16.2pp | 24.94%-16.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $29,895 | $4,216+609.0% | $3,870+672.5% | $4,662+541.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,058 | $9,745+300.8% | $8,388+365.7% | $13,392+191.7% |