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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 | $370,965 | $102,422+262.2% | $147,117+152.2% | $80,959+358.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 5.47% | 135.16%-129.7pp | 420.54%-415.1pp | 35.67%-30.2pp |
| Employer contribution / active EE | $23,770 | $3,717+539.4% | $4,932+381.9% | $2,757+762.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,553 | $7,953+45.3% | $12,993-11.1% | $6,925+66.8% |