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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 | $55,930+565.4% | $76,089+389.1% | $80,925+359.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 9.58% | 20.58%-11.0pp | 360.94%-351.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $14,304 | $1,866+666.5% | $2,690+431.8% | $2,756+419.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,007 | $5,241+110.0% | $6,418+71.5% | $6,940+58.6% |