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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 | $479,732 | $109,411+338.5% | $89,435+436.4% | $158,982+201.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.00% | 345.68%-342.7pp | 245.55%-242.6pp | 302.99%-300.0pp |
| Employer contribution / active EE | $5,000 | $3,173+57.6% | $2,587+93.3% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $416,797 | $6,159+6667.6% | $4,884+8433.2% | $11,252+3604.3% |