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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 | $285,535 | $103,393+176.2% | $87,103+227.8% | $152,909+86.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 9.49% | 28.10%-18.6pp | 28.19%-18.7pp | 345.46%-336.0pp |
| Employer contribution / active EE | $11,273 | $3,221+250.0% | $2,521+347.1% | $4,764+136.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,078 | $12,195-91.2% | $7,491-85.6% | $11,601-90.7% |