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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 | $305,236 | $45,050+577.5% | $63,018+384.4% | $70,126+335.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.24% | 18.76%-8.5pp | 87.62%-77.4pp | 73.15%-62.9pp |
| Employer contribution / active EE | $16,891 | $2,052+723.2% | $2,761+511.8% | $2,343+621.1% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,878 | $2,834+495.6% | $3,601+368.7% | $4,645+263.3% |