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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 | $393,062 | $114,119+244.4% | $107,187+266.7% | $138,895+183.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.02% | 273.21%-265.2pp | 204.55%-196.5pp | 145.39%-137.4pp |
| Employer contribution / active EE | $42,014 | $4,059+935.1% | $3,782+1010.8% | $4,194+901.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,239 | $10,024-47.7% | $9,162-42.8% | $12,562-58.3% |