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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 | $299,865 | $50,554+493.2% | $67,681+343.1% | $87,485+242.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 7.33% | 17.81%-10.5pp | 590.58%-583.3pp | 26.06%-18.7pp |
| Employer contribution / active EE | $19,813 | $1,988+896.4% | $2,678+639.7% | $2,596+663.1% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $23,854 | $4,132+477.2% | $6,100+291.1% | $7,775+206.8% |