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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 | $391,716 | $107,368+264.8% | $92,915+321.6% | $152,909+156.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.83% | 145.64%-142.8pp | 109.45%-106.6pp | 345.46%-342.6pp |
| Employer contribution / active EE | $16,343 | $4,222+287.0% | $3,653+347.3% | $4,764+243.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,251 | $7,082-11.7% | $5,796+7.9% | $11,601-46.1% |