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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 | $406,267 | $82,028+395.3% | $123,105+230.0% | $59,633+581.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.21% | 5.12%-8.3pp | 13.22%-16.4pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $36,788 | $3,297+1015.9% | $5,151+614.2% | $2,203+1570.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $23,532 | $5,879+300.3% | $9,014+161.1% | $4,297+447.6% |