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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 | $452,633 | $113,941+297.3% | $94,229+380.4% | $125,389+261.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.18% | 5.29%-9.5pp | 10.68%-14.9pp | 282.24%-286.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,600 | $5,179-30.5% | $4,320-16.7% | $5,352-32.7% |
| Admin fee / account holder | $2,982 | $8,392-64.5% | $6,269-52.4% | $9,541-68.7% |