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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 | $299,079 | $96,643+209.5% | $86,617+245.3% | $139,456+114.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 2.02% | 106.57%-104.6pp | 591.91%-589.9pp | 373.45%-371.4pp |
| Employer contribution / active EE | $14,646 | $3,264+348.7% | $3,023+384.4% | $4,753+208.2% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,048 | $6,406+41.2% | $5,613+61.2% | $11,407-20.7% |