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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 | $637,314 | $211,288+201.6% | $178,540+257.0% | $145,884+336.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -0.91% | 30.27%-31.2pp | 27.15%-28.1pp | 551.85%-552.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,000 | $6,967+330.6% | $6,281+377.7% | $6,690+348.5% |
| Admin fee / account holder | $6,876 | $12,105-43.2% | $10,424-34.0% | $13,392-48.7% |