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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 | $371,194 | $162,821+128.0% | $133,978+177.1% | $158,982+133.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.23% | 41.95%-41.7pp | 45.10%-44.9pp | 302.99%-302.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $26,000 | $5,910+339.9% | $5,047+415.1% | $5,983+334.5% |
| Admin fee / account holder | $322 | $11,742-97.3% | $8,930-96.4% | $11,252-97.1% |