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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 | $401,790 | $111,814+259.3% | $103,378+288.7% | $145,978+175.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.32% | 24.80%-16.5pp | 24.91%-16.6pp | 550.52%-542.2pp |
| Employer contribution / active EE | $17,391 | $4,215+312.6% | $3,870+349.3% | $4,662+273.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,870 | $9,764+52.3% | $8,401+77.0% | $13,400+11.0% |