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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 | $402,817 | $162,785+147.5% | $133,959+200.7% | $158,950+153.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.96% | 41.94%-41.0pp | 45.09%-44.1pp | 302.91%-302.0pp |
| Employer contribution / active EE | $26,180 | $4,975+426.2% | $3,919+568.1% | $4,762+449.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,984 | $11,738-74.6% | $8,928-66.6% | $11,248-73.5% |