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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 | $347,608 | $89,370+289.0% | $141,197+146.2% | $72,976+376.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.32% | 111.88%-109.6pp | 71.41%-69.1pp | 81.02%-78.7pp |
| Employer contribution / active EE | $16,337 | $3,115+424.5% | $4,736+244.9% | $2,440+569.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,888 | $5,957-34.7% | $10,265-62.1% | $5,124-24.1% |