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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 | $408,457 | $86,891+370.1% | $142,460+186.7% | $75,181+443.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 12.01% | 23.31%-11.3pp | 19.99%-8.0pp | 160.69%-148.7pp |
| Employer contribution / active EE | $28,099 | $3,355+737.5% | $4,847+479.7% | $2,671+952.2% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,126-100.0% |
| Admin fee / account holder | $59,880 | $7,299+720.4% | $10,011+498.1% | $5,650+959.8% |