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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 | $489,179 | $105,856+362.1% | $90,161+442.6% | $147,586+231.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.22% | 37.63%-29.4pp | 34.89%-26.7pp | 578.59%-570.4pp |
| Employer contribution / active EE | $20,994 | $4,126+408.8% | $3,318+532.7% | $4,876+330.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,316 | $8,046-58.8% | $5,943-44.2% | $10,886-69.5% |