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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 | $693,017 | $94,439+633.8% | $73,658+840.9% | $154,746+347.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -5.10% | 28.25%-33.4pp | 29.72%-34.8pp | 172.34%-177.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,750 | $2,527+127.5% | $2,062+178.9% | $6,730-14.6% |
| Admin fee / account holder | $2,374 | $3,843-38.2% | $3,357-29.3% | $14,365-83.5% |