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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 | $110,379+264.0% | $102,412+292.3% | $145,884+175.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.32% | 24.84%-16.5pp | 24.94%-16.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $17,391 | $4,216+312.5% | $3,870+349.4% | $4,662+273.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,870 | $9,745+52.6% | $8,388+77.3% | $13,392+11.0% |