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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 | $374,853 | $60,139+523.3% | $90,461+314.4% | $79,856+369.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.15% | 71.96%-67.8pp | 1294.76%-1290.6pp | 31.71%-27.6pp |
| Employer contribution / active EE | $20,993 | $2,069+914.8% | $3,264+543.2% | $2,471+749.5% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,747 | $3,978+94.7% | $5,617+37.9% | $5,306+46.0% |