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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 | $416,332 | $97,881+325.3% | $80,004+420.4% | $125,389+232.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -5.34% | 9.36%-14.7pp | 7.63%-13.0pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $24,000 | $3,744+541.0% | $3,204+649.2% | $5,352+348.5% |
| Admin fee / account holder | $84,713 | $6,278+1249.4% | $5,033+1583.0% | $9,541+787.9% |