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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 | $253,038 | $58,391+333.4% | $76,667+230.0% | $72,976+246.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 3.82% | 2306.65%-2302.8pp | 1166.74%-1162.9pp | 81.02%-77.2pp |
| Employer contribution / active EE | $10,920 | $1,787+511.2% | $2,303+374.2% | $2,440+347.6% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $34,105 | $4,014+749.6% | $6,423+430.9% | $5,124+565.6% |