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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 | $256,002 | $176,688+44.9% | $130,660+95.9% | $152,909+67.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 4.05% | 2693.08%-2689.0pp | 1709.29%-1705.2pp | 345.46%-341.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $993 | $4,362-77.2% | $3,603-72.4% | $5,851-83.0% |
| Admin fee / account holder | $7,000 | $7,131-1.8% | $5,463+28.1% | $11,601-39.7% |