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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 | $482,981 | $100,895+378.7% | $90,430+434.1% | $158,950+203.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.36% | 1725.54%-1723.2pp | 1293.73%-1291.4pp | 302.91%-300.6pp |
| Employer contribution / active EE | $30,597 | $3,689+729.5% | $3,262+838.0% | $4,762+542.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,706 | $6,505+187.6% | $5,613+233.2% | $11,248+66.3% |