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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 | $412,364 | $102,382+302.8% | $147,005+180.5% | $80,874+409.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 4.83% | 134.89%-130.1pp | 418.76%-413.9pp | 35.62%-30.8pp |
| Employer contribution / active EE | $17,064 | $3,715+359.3% | $4,934+245.8% | $2,756+519.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $68,245 | $7,942+759.3% | $13,006+424.7% | $6,935+884.0% |