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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 | $380,044 | $118,875+219.7% | $96,572+293.5% | $167,553+126.8% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 2.44% | 50.50%-48.1pp | 37.79%-35.4pp | 478.89%-476.5pp |
| Employer contribution / active EE | $6,659 | $3,121+113.3% | $2,357+182.5% | $4,840+37.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,224 | $8,070-84.8% | $6,183-80.2% | $12,316-90.1% |