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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 | $111,814+266.0% | $103,378+295.9% | $145,978+180.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.67% | 24.80%-16.1pp | 24.91%-16.2pp | 550.52%-541.8pp |
| Employer contribution / active EE | $29,895 | $4,215+609.2% | $3,870+672.4% | $4,662+541.3% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,058 | $9,764+300.0% | $8,401+364.9% | $13,400+191.5% |