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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 | $610,395 | $107,363+468.5% | $92,909+557.0% | $152,897+299.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.32% | 145.63%-144.3pp | 109.44%-108.1pp | 345.43%-344.1pp |
| Employer contribution / active EE | $10,500 | $4,222+148.7% | $3,653+187.4% | $4,764+120.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31,667 | $7,082+347.2% | $5,795+446.4% | $11,599+173.0% |