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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 | $328,406 | $105,284+211.9% | $150,734+117.9% | $94,015+249.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 9.52% | 15.67%-6.2pp | 600.81%-591.3pp | 17.84%-8.3pp |
| Employer contribution / active EE | $15,654 | $3,599+335.0% | $4,918+218.3% | $2,790+461.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $53,021 | $9,839+438.9% | $14,905+255.7% | $8,951+492.3% |