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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 | $279,786 | $78,670+255.6% | $109,173+156.3% | $85,847+225.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.54% | 25.09%-17.5pp | 25.75%-18.2pp | 318.61%-311.1pp |
| Employer contribution / active EE | $14,758 | $2,734+439.8% | $3,723+296.4% | $2,565+475.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $21,269 | $5,469+288.9% | $6,755+214.9% | $6,261+239.7% |