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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 | $300,089 | $63,114+375.5% | $92,915+223.0% | $65,186+360.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 15.83% | 28.75%-12.9pp | 109.45%-93.6pp | 29.39%-13.6pp |
| Employer contribution / active EE | $12,025 | $2,571+367.8% | $3,653+229.1% | $2,177+452.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $32,277 | $624+5076.0% | $5,796+456.9% | $847+3709.7% |