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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 | $261,193 | $103,008+153.6% | $90,304+189.2% | $152,897+70.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.37% | 95.22%-85.9pp | 78.13%-68.8pp | 345.43%-336.1pp |
| Employer contribution / active EE | $1,206 | $3,139-61.6% | $2,855-57.8% | $4,764-74.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,135 | $6,175+145.1% | $5,354+182.7% | $11,599+30.5% |