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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 | $252,976 | $63,346+299.4% | $92,240+174.3% | $70,126+260.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.48% | 530.19%-519.7pp | 176.29%-165.8pp | 73.15%-62.7pp |
| Employer contribution / active EE | $3,941 | $2,471+59.5% | $3,680+7.1% | $2,343+68.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $66,263 | $3,841+1625.3% | $5,194+1175.7% | $4,645+1326.4% |