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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 | $497,682 | $58,275+754.0% | $81,844+508.1% | $80,935+514.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -0.42% | 41.82%-42.2pp | 778.87%-779.3pp | 35.66%-36.1pp |
| Employer contribution / active EE | $36,537 | $2,346+1457.5% | $2,916+1152.8% | $2,757+1225.4% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $35,868 | $4,749+655.3% | $7,355+387.6% | $6,924+418.0% |