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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 | $282,900 | $92,798+204.9% | $96,707+192.5% | $137,256+106.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 6.21% | 31.24%-25.0pp | 34.78%-28.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $33,593 | $4,147+710.0% | $4,191+701.5% | $4,156+708.3% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $102,486 | $7,946+1189.9% | $7,503+1266.0% | $12,270+735.2% |