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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 | $494,943 | $100,938+390.3% | $90,461+447.1% | $158,982+211.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.42% | 1727.20%-1725.8pp | 1294.76%-1293.3pp | 302.99%-301.6pp |
| Employer contribution / active EE | $33,175 | $3,691+798.7% | $3,264+916.4% | $4,763+596.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,333 | $6,510+181.6% | $5,617+226.4% | $11,252+62.9% |