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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 | $273,330 | $115,814+136.0% | $101,275+169.9% | $158,982+71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.85% | 56.16%-53.3pp | 46.48%-43.6pp | 302.99%-300.1pp |
| Employer contribution / active EE | $22,058 | $4,176+428.2% | $3,660+502.7% | $4,763+363.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,529 | $7,249-9.9% | $5,948+9.8% | $11,252-42.0% |