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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 | $252,844 | $58,391+333.0% | $76,667+229.8% | $72,976+246.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 1.87% | 2306.65%-2304.8pp | 1166.74%-1164.9pp | 81.02%-79.1pp |
| Employer contribution / active EE | $9,387 | $1,787+425.4% | $2,303+307.6% | $2,440+284.7% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,899 | $4,014+47.0% | $6,423-8.2% | $5,124+15.1% |