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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 | $286,976 | $100,911+184.4% | $90,440+217.3% | $158,966+80.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.77% | 1726.62%-1725.9pp | 1294.38%-1293.6pp | 302.95%-302.2pp |
| Employer contribution / active EE | $4,500 | $3,690+21.9% | $3,263+37.9% | $4,762-5.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,622 | $6,507+170.8% | $5,615+213.9% | $11,250+56.6% |