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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 | $314,027 | $110,240+184.9% | $96,544+225.3% | $139,487+125.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.92% | 26.41%-25.5pp | 25.88%-25.0pp | 373.84%-372.9pp |
| Employer contribution / active EE | $17,854 | $3,622+392.9% | $2,966+501.9% | $4,755+275.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $19,743 | $11,602+70.2% | $8,254+139.2% | $11,407+73.1% |