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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 | $318,872 | $112,729+182.9% | $98,716+223.0% | $137,256+132.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -0.22% | 38.48%-38.7pp | 31.81%-32.0pp | 220.34%-220.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $31,000 | $4,640+568.1% | $4,048+665.9% | $6,407+383.9% |
| Admin fee / account holder | $1,724 | $10,129-83.0% | $8,703-80.2% | $12,270-85.9% |