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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 | $314,307 | $154,754+103.1% | $124,206+153.1% | $138,895+126.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 8.78% | 709.28%-700.5pp | 515.27%-506.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $25,000 | $4,446+462.3% | $3,540+606.2% | $4,194+496.1% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $19,419 | $6,690+190.3% | $5,929+227.6% | $12,562+54.6% |