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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 | $423,170 | $154,159+174.5% | $130,026+225.4% | $139,456+203.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.13% | 32.50%-29.4pp | -137.26%+140.4pp | 373.45%-370.3pp |
| Employer contribution / active EE | $21,388 | $5,292+304.2% | $4,321+395.0% | $4,753+350.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $41,496 | $14,001+196.4% | $10,608+291.2% | $11,407+263.8% |