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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 | $331,999 | $93,373+255.6% | $152,473+117.7% | $85,847+286.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 7.32% | 21.84%-14.5pp | 757.59%-750.3pp | 318.61%-311.3pp |
| Employer contribution / active EE | $4,423 | $2,996+47.6% | $4,326+2.2% | $2,565+72.4% |
| Participant deferral / active EE | $0 | $4,550-100.0% | $5,817-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,866 | $13,853+50.6% | $15,811+32.0% | $6,261+233.3% |