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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 | $96,678+209.4% | $86,640+245.2% | $139,466+114.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 2.02% | 106.69%-104.7pp | 592.52%-590.5pp | 373.66%-371.6pp |
| Employer contribution / active EE | $14,646 | $3,265+348.5% | $3,024+384.3% | $4,754+208.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,048 | $6,410+41.2% | $5,616+61.1% | $11,409-20.7% |