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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 | $279,855 | $63,346+341.8% | $92,240+203.4% | $70,126+299.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.39% | 530.19%-522.8pp | 176.29%-168.9pp | 73.15%-65.8pp |
| Employer contribution / active EE | $14,235 | $2,471+476.0% | $3,680+286.9% | $2,343+507.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,727 | $3,841+75.1% | $5,194+29.5% | $4,645+44.8% |