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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 | $356,796 | $84,696+321.3% | $75,702+371.3% | $167,497+113.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 7.43% | 199.42%-192.0pp | 104.56%-97.1pp | 478.62%-471.2pp |
| Employer contribution / active EE | $39,558 | $3,230+1124.8% | $2,743+1342.1% | $4,838+717.7% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,822-100.0% | $6,341-100.0% |
| Admin fee / account holder | $15,171 | $5,356+183.3% | $3,619+319.2% | $12,310+23.2% |