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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 | $275,779 | $124,314+121.8% | $109,163+152.6% | $167,518+64.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.49% | 26.04%-18.6pp | 25.75%-18.3pp | 478.71%-471.2pp |
| Employer contribution / active EE | $56,809 | $4,209+1249.8% | $3,723+1426.1% | $4,838+1074.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,574 | $7,973-17.5% | $6,754-2.7% | $12,312-46.6% |