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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 | $303,200 | $101,618+198.4% | $93,063+225.8% | $137,256+120.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 8.93% | 223.95%-215.0pp | 34.15%-25.2pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,875 | $2,707-30.7% | $2,476-24.3% | $4,156-54.9% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $56,095 | $6,198+805.0% | $6,033+829.8% | $12,270+357.2% |