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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 | $273,889 | $155,833+75.8% | $124,693+119.6% | $167,536+63.5% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 7.40% | 17.98%-10.6pp | 5144.19%-5136.8pp | 478.82%-471.4pp |
| Employer contribution / active EE | $10,000 | $4,164+140.1% | $3,324+200.8% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $142,193 | $9,534+1391.5% | $7,494+1797.4% | $12,315+1054.7% |