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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 | $352,413 | $90,486+289.5% | $78,676+347.9% | $273,972+28.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.44% | 75.62%-78.1pp | 62.19%-64.6pp | 41.46%-43.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $20,000 | $3,901+412.6% | $3,517+468.7% | $5,287+278.3% |
| Admin fee / account holder | $1,678 | $5,263-68.1% | $4,510-62.8% | $10,133-83.4% |