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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 | $150,412+171.9% | $120,574+239.2% | $145,884+180.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.32% | 154.50%-149.2pp | 107.42%-102.1pp | 551.85%-546.5pp |
| Employer contribution / active EE | $8,305 | $4,355+90.7% | $3,471+139.3% | $4,662+78.1% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $456,222 | $12,224+3632.3% | $9,445+4730.3% | $13,392+3306.7% |