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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 | $484,941 | $51,638+839.1% | $68,368+609.3% | $82,448+488.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.30% | 37.53%-27.2pp | 292.57%-282.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $17,121 | $2,047+736.6% | $2,649+546.4% | $2,551+571.2% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,323 | $4,643+122.3% | $5,150+100.4% | $7,234+42.7% |