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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 | $372,168 | $55,902+565.7% | $76,030+389.5% | $80,959+359.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 9.58% | 20.59%-11.0pp | 361.54%-352.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $14,304 | $1,867+666.3% | $2,688+432.2% | $2,757+418.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,007 | $5,239+110.1% | $6,421+71.4% | $6,925+58.9% |