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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 | $383,125 | $106,280+260.5% | $96,538+296.9% | $139,487+174.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.83% | 38.48%-34.7pp | 35.74%-31.9pp | 373.84%-370.0pp |
| Employer contribution / active EE | $24,344 | $4,107+492.7% | $3,740+550.9% | $4,755+412.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $45,000 | $7,888+470.5% | $6,737+567.9% | $11,407+294.5% |