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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 | $260,288 | $73,518+254.0% | $63,003+313.1% | $147,585+76.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.21% | 175.46%-167.2pp | 87.59%-79.4pp | 578.56%-570.3pp |
| Employer contribution / active EE | $17,000 | $3,322+411.7% | $2,760+515.9% | $4,876+248.6% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,010 | $5,952+85.0% | $3,600+205.8% | $10,885+1.1% |