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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 | $355,650 | $91,037+290.7% | $71,671+396.2% | $147,586+141.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 8.13% | 20.48%-12.3pp | 20.65%-12.5pp | 578.59%-570.5pp |
| Employer contribution / active EE | $2,370 | $3,327-28.8% | $2,460-3.7% | $4,876-51.4% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,171 | $8,613-51.6% | $5,558-25.0% | $10,886-61.7% |