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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 | $391,225 | $45,119+767.1% | $85,126+359.6% | $74,429+425.6% |
| Participation rate | 99.0% | 49.4%+49.7pp | 67.5%+31.5pp | 67.2%+31.8pp |
| Annual return | 6.87% | 26.28%-19.4pp | 66.63%-59.8pp | 1368.38%-1361.5pp |
| Employer contribution / active EE | $22,136 | $1,460+1415.7% | $2,731+710.4% | $2,625+743.3% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $11,722 | $2,214+429.5% | $6,160+90.3% | $1,944+502.9% |