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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 | $303,969 | $107,368+183.1% | $92,915+227.1% | $152,909+98.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.06% | 145.64%-142.6pp | 109.45%-106.4pp | 345.46%-342.4pp |
| Employer contribution / active EE | $16,667 | $4,222+294.7% | $3,653+356.2% | $4,764+249.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,300 | $7,082-53.4% | $5,796-43.1% | $11,601-71.6% |