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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 | $316,261 | $85,766+268.7% | $136,298+132.0% | $70,126+351.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.62% | 31.46%-19.8pp | 5156.27%-5144.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $8,929 | $2,966+201.1% | $4,696+90.2% | $2,343+281.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,455 | $5,421-73.2% | $9,244-84.3% | $4,645-68.7% |