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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 | $328,035 | $152,460+115.2% | $118,746+176.3% | $147,586+122.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 3.88% | 17.41%-13.5pp | 24.54%-20.7pp | 578.59%-574.7pp |
| Employer contribution / active EE | $46,386 | $5,046+819.3% | $4,193+1006.3% | $4,876+851.2% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $781,447 | $16,953+4509.6% | $10,720+7189.4% | $10,886+7078.6% |