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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 | $267,524 | $78,707+239.9% | $117,861+127.0% | $70,126+281.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.95% | 23.30%-12.4pp | 335.11%-324.2pp | 73.15%-62.2pp |
| Employer contribution / active EE | $12,751 | $2,223+473.5% | $3,786+236.8% | $2,343+444.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,414 | $5,066+263.5% | $8,021+129.6% | $4,645+296.4% |