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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 | $284,854 | $83,337+241.8% | $67,834+319.9% | $273,972+4.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 1.12% | 259.45%-258.3pp | 138.47%-137.4pp | 41.46%-40.3pp |
| Employer contribution / active EE | $6,667 | $3,287+102.8% | $2,403+177.4% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,058 | $6,752-25.1% | $4,622+9.4% | $10,133-50.1% |