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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 | $333,334 | $211,224+57.8% | $178,505+86.7% | $145,897+128.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.49% | 30.28%-22.8pp | 27.16%-19.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $18,317 | $4,577+300.2% | $3,955+363.1% | $4,663+292.8% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,408 | $12,109-5.8% | $10,428+9.4% | $13,390-14.8% |