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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 | $327,899 | $125,190+161.9% | $105,624+210.4% | $145,897+124.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.42% | 225.22%-219.8pp | 116.20%-110.8pp | 552.29%-546.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,400 | $5,716+256.9% | $5,013+307.0% | $6,689+205.0% |
| Admin fee / account holder | $5,292 | $17,138-69.1% | $10,961-51.7% | $13,390-60.5% |