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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 | $408,217 | $104,513+290.6% | $76,824+431.4% | $152,870+167.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 3.18% | 1013.70%-1010.5pp | 1166.26%-1163.1pp | 345.34%-342.2pp |
| Employer contribution / active EE | $523 | $3,117-83.2% | $2,302-77.3% | $4,763-89.0% |
| Participant deferral / active EE | $3,424 | $4,236-19.2% | $3,336+2.6% | $5,850-41.5% |
| Admin fee / account holder | $15,548 | $12,279+26.6% | $6,421+142.2% | $11,597+34.1% |