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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 | $365,355 | $70,684+416.9% | $169,397+115.7% | $75,177+386.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 2.29% | 36.38%-34.1pp | 406.23%-403.9pp | 160.75%-158.5pp |
| Employer contribution / active EE | $25,783 | $2,211+1066.2% | $4,013+542.5% | $2,671+865.3% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,780 | $5,404+358.6% | $9,017+174.8% | $5,651+338.5% |