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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 | $271,603 | $88,672+206.3% | $105,223+158.1% | $82,448+229.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.74% | 30.86%-21.1pp | 180.65%-170.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $23,001 | $3,048+654.6% | $3,689+523.6% | $2,551+801.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $48,779 | $7,146+582.6% | $8,859+450.6% | $7,234+574.3% |