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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 | $429,333 | $115,814+270.7% | $101,275+323.9% | $158,982+170.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.47% | 56.16%-55.7pp | 46.48%-46.0pp | 302.99%-302.5pp |
| Employer contribution / active EE | $24,000 | $4,176+474.8% | $3,660+555.7% | $4,763+403.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $45,000 | $7,249+520.8% | $5,948+656.6% | $11,252+299.9% |