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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 | $501,779 | $90,504+454.4% | $78,690+537.7% | $273,965+83.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.50% | 75.61%-74.1pp | 62.18%-60.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $38,350 | $3,176+1107.6% | $2,851+1245.3% | $4,869+687.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,391 | $5,263+154.4% | $4,511+196.9% | $10,132+32.2% |