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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 | $273,493 | $93,346+193.0% | $71,796+280.9% | $273,972-0.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.30% | 130.39%-130.7pp | 78.04%-78.3pp | 41.46%-41.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,400 | $3,475+199.3% | $2,794+272.2% | $5,287+96.7% |
| Admin fee / account holder | $3,379 | $6,571-48.6% | $4,815-29.8% | $10,133-66.7% |