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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 | $372,586 | $81,643+356.4% | $70,462+428.8% | $158,950+134.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.88% | 208.51%-204.6pp | 109.08%-105.2pp | 302.91%-299.0pp |
| Employer contribution / active EE | $26,000 | $3,218+708.0% | $2,737+849.8% | $4,762+446.0% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,972 | $6,194-52.0% | $3,845-22.7% | $11,248-73.6% |