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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 | $453,155 | $157,296+188.1% | $141,191+221.0% | $152,897+196.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.23% | 64.34%-50.1pp | 71.41%-57.2pp | 345.43%-331.2pp |
| Employer contribution / active EE | $26,864 | $5,262+410.5% | $4,736+467.2% | $4,764+464.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,734 | $12,125+170.0% | $10,264+218.9% | $11,599+182.2% |