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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 | $338,879 | $110,337+207.1% | $102,383+231.0% | $145,877+132.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.48% | 24.83%-18.4pp | 24.94%-18.5pp | 551.28%-544.8pp |
| Employer contribution / active EE | $26,316 | $4,216+524.2% | $3,870+579.9% | $4,663+464.4% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13,672 | $9,750+40.2% | $8,391+62.9% | $13,402+2.0% |