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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 | $338,033 | $91,559+269.2% | $133,971+152.3% | $79,852+323.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 3.85% | 61.85%-58.0pp | 45.09%-41.2pp | 31.72%-27.9pp |
| Employer contribution / active EE | $23,371 | $2,384+880.4% | $3,919+496.4% | $2,471+845.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $18,956 | $6,321+199.9% | $8,929+112.3% | $5,306+257.2% |