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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 | $390,870 | $138,312+182.6% | $122,979+217.8% | $155,188+151.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 4.11% | 22.06%-18.0pp | 20.12%-16.0pp | 148.84%-144.7pp |
| Employer contribution / active EE | $15,386 | $3,530+335.8% | $3,062+402.4% | $4,248+262.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $80,072 | $15,089+430.7% | $12,864+522.4% | $14,480+453.0% |