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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 | $412,088 | $117,444+250.9% | $99,479+314.2% | $152,909+169.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | -2.06% | 31.87%-33.9pp | 30.72%-32.8pp | 345.46%-347.5pp |
| Employer contribution / active EE | $12,000 | $3,014+298.2% | $2,540+372.4% | $4,764+151.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,285 | $7,635-17.7% | $6,253+0.5% | $11,601-45.8% |