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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 | $419,653 | $103,392+305.9% | $87,104+381.8% | $152,897+174.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -0.49% | 28.10%-28.6pp | 28.19%-28.7pp | 345.43%-345.9pp |
| Employer contribution / active EE | $16,400 | $3,221+409.2% | $2,521+550.5% | $4,764+244.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,692 | $12,194+53.3% | $7,491+149.5% | $11,599+61.1% |