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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 | $501,605 | $124,314+303.5% | $109,163+359.5% | $167,518+199.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 2.85% | 26.04%-23.2pp | 25.75%-22.9pp | 478.71%-475.9pp |
| Employer contribution / active EE | $4,123 | $4,209-2.0% | $3,723+10.8% | $4,838-14.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $38,965 | $7,973+388.7% | $6,754+476.9% | $12,312+216.5% |