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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 | $340,765 | $100,060+240.6% | $149,721+127.6% | $70,126+385.9% |
| Participation rate | 92.2% | 83.6%+8.6pp | 87.1%+5.1pp | 69.5%+22.6pp |
| Annual return | 1.73% | 27.46%-25.7pp | 1501.67%-1499.9pp | 73.15%-71.4pp |
| Employer contribution / active EE | $17,335 | $3,661+373.5% | $5,444+218.4% | $2,343+640.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $227,700 | $8,285+2648.3% | $11,282+1918.2% | $4,645+4801.5% |