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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 | $293,294 | $61,787+374.7% | $97,197+201.8% | $80,925+262.4% |
| Participation rate | 88.5% | 63.5%+25.0pp | 72.7%+15.8pp | 67.7%+20.8pp |
| Annual return | 4.86% | -558.16%+563.0pp | 75.47%-70.6pp | 35.65%-30.8pp |
| Employer contribution / active EE | $30,716 | $1,836+1572.9% | $2,723+1028.1% | $2,756+1014.4% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,067 | $5,170+152.8% | $5,637+131.8% | $6,940+88.3% |