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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 | $409,040 | $150,207+172.3% | $120,380+239.8% | $145,978+180.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.32% | 154.28%-149.0pp | 107.28%-102.0pp | 550.52%-545.2pp |
| Employer contribution / active EE | $8,305 | $4,351+90.9% | $3,465+139.7% | $4,662+78.1% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $456,222 | $12,203+3638.5% | $9,421+4742.8% | $13,400+3304.6% |