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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 | $409,809 | $150,447+172.4% | $136,298+200.7% | $147,586+177.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.40% | 1049.15%-1045.8pp | 5156.27%-5152.9pp | 578.59%-575.2pp |
| Employer contribution / active EE | $2,786 | $5,256-47.0% | $4,696-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $2,512 | $10,906-77.0% | $9,244-72.8% | $10,886-76.9% |