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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 | $508,118 | $104,937+384.2% | $84,628+500.4% | $152,897+232.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 2.96% | 373.88%-370.9pp | 258.80%-255.8pp | 345.43%-342.5pp |
| Employer contribution / active EE | $3,750 | $3,303+13.5% | $2,653+41.4% | $4,764-21.3% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,998 | $6,243+108.2% | $4,914+164.5% | $11,599+12.1% |