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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 | $323,567 | $109,872+194.5% | $98,483+228.6% | $167,536+93.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 3.13% | 1959.31%-1956.2pp | 1494.38%-1491.3pp | 478.82%-475.7pp |
| Employer contribution / active EE | $33,929 | $3,225+952.0% | $2,961+1045.9% | $4,839+601.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,153 | $6,757+109.5% | $5,953+137.8% | $12,315+14.9% |