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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 | $150,346+172.1% | $120,524+239.4% | $145,877+180.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.32% | 154.40%-149.1pp | 107.36%-102.0pp | 551.28%-546.0pp |
| Employer contribution / active EE | $8,305 | $4,353+90.8% | $3,469+139.4% | $4,663+78.1% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $456,222 | $12,215+3634.8% | $9,440+4732.9% | $13,402+3304.1% |