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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 | $300,890 | $149,679+101.0% | $117,039+157.1% | $147,586+103.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 6.00% | 19.31%-13.3pp | 18.95%-13.0pp | 578.59%-572.6pp |
| Employer contribution / active EE | $15,000 | $4,937+203.8% | $3,785+296.3% | $4,876+207.6% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,917 | $7,856+39.0% | $5,974+82.7% | $10,886+0.3% |