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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 | $332,279 | $118,708+179.9% | $98,920+235.9% | $158,982+109.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.53% | 372.49%-368.0pp | 196.47%-191.9pp | 302.99%-298.5pp |
| Employer contribution / active EE | $10,455 | $3,334+213.6% | $2,689+288.7% | $4,763+119.5% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $45,305 | $10,134+347.1% | $6,643+582.0% | $11,252+302.7% |