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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 | $253,133 | $72,465+249.3% | $67,575+274.6% | $145,884+73.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.37% | 7222.56%-7215.2pp | 3528.98%-3521.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $2,091 | $3,074-32.0% | $2,736-23.6% | $4,662-55.2% |
| Participant deferral / active EE | $28,216 | $4,786+489.6% | $4,003+604.8% | $6,690+321.8% |
| Admin fee / account holder | $2,296 | $5,515-58.4% | $3,993-42.5% | $13,392-82.9% |