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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 | $331,270 | $104,924+215.7% | $84,623+291.5% | $152,885+116.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 2.01% | 373.82%-371.8pp | 258.77%-256.8pp | 345.39%-343.4pp |
| Employer contribution / active EE | $22,913 | $3,302+593.9% | $2,652+763.8% | $4,763+381.1% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,557 | $6,242-27.0% | $4,913-7.2% | $11,598-60.7% |