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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 | $289,542 | $93,346+210.2% | $71,796+303.3% | $273,972+5.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.62% | 130.39%-129.8pp | 78.04%-77.4pp | 41.46%-40.8pp |
| Employer contribution / active EE | $14,320 | $2,733+423.9% | $1,924+644.1% | $4,869+194.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,539 | $6,571+243.0% | $4,815+368.1% | $10,133+122.4% |