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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 | $354,600 | $126,661+180.0% | $113,397+212.7% | $138,895+155.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 4.23% | 25.05%-20.8pp | 23.20%-19.0pp | 145.39%-141.2pp |
| Employer contribution / active EE | $21,495 | $3,456+521.9% | $2,977+622.0% | $4,194+412.5% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $47,200 | $14,549+224.4% | $11,957+294.8% | $12,562+275.7% |