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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 | $362,009 | $154,209+134.8% | $130,062+178.3% | $139,487+159.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.94% | 32.52%-25.6pp | -137.37%+144.3pp | 373.84%-366.9pp |
| Employer contribution / active EE | $3,000 | $5,292-43.3% | $4,322-30.6% | $4,755-36.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,041 | $13,988-71.1% | $10,601-61.9% | $11,407-64.6% |