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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 | $350,272 | $154,209+127.1% | $130,062+169.3% | $139,487+151.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.17% | 32.52%-27.3pp | -137.37%+142.5pp | 373.84%-368.7pp |
| Employer contribution / active EE | $18,616 | $5,292+251.8% | $4,322+330.7% | $4,755+291.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $14,056 | $13,988+0.5% | $10,601+32.6% | $11,407+23.2% |