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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 | $357,440 | $79,189+351.4% | $102,457+248.9% | $74,400+380.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 10.42% | 54.98%-44.6pp | 29.41%-19.0pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $17,114 | $2,362+624.4% | $3,022+466.3% | $2,624+552.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $10,407 | $2,002+419.8% | $9,451+10.1% | $1,944+435.4% |