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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 | $451,994 | $112,131+303.1% | $95,964+371.0% | $158,982+184.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.71% | 171.19%-169.5pp | 91.64%-89.9pp | 302.99%-301.3pp |
| Employer contribution / active EE | $13,078 | $3,199+308.8% | $2,541+414.6% | $4,763+174.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $179,515 | $10,136+1671.1% | $6,797+2541.0% | $11,252+1495.5% |