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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 | $510,038 | $127,298+300.7% | $109,916+364.0% | $167,553+204.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -0.28% | 22.97%-23.2pp | 29.46%-29.7pp | 478.89%-479.2pp |
| Employer contribution / active EE | $7,814 | $3,325+135.0% | $2,844+174.7% | $4,840+61.4% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $17,340 | $7,119+143.6% | $6,069+185.7% | $12,316+40.8% |