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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 | $263,729 | $115,911+127.5% | $100,530+162.3% | $158,950+65.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.11% | 34.80%-34.7pp | 30.89%-30.8pp | 302.91%-302.8pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $23,639 | $6,676+254.1% | $6,271+277.0% | $5,983+295.1% |
| Admin fee / account holder | $41,018 | $10,999+272.9% | $8,083+407.5% | $11,248+264.7% |