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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 | $88,672+270.4% | $105,223+212.1% | $82,448+298.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.52% | 30.86%-21.3pp | 180.65%-171.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $15,654 | $3,048+413.6% | $3,689+324.4% | $2,551+513.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $53,021 | $7,146+642.0% | $8,859+498.5% | $7,234+632.9% |