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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 | $364,888 | $117,895+209.5% | $102,460+256.1% | $145,897+150.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.18% | 31.92%-26.7pp | 29.47%-24.3pp | 552.29%-547.1pp |
| Employer contribution / active EE | $23,213 | $3,619+541.4% | $3,025+667.3% | $4,663+397.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,671 | $13,353+62.3% | $9,460+129.1% | $13,390+61.8% |