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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 | $516,287 | $125,778+310.5% | $114,563+350.7% | $154,746+233.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 5.82% | 295.14%-289.3pp | 241.09%-235.3pp | 172.34%-166.5pp |
| Employer contribution / active EE | $5,700 | $2,806+103.1% | $2,592+119.9% | $4,379+30.2% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,000 | $8,190+144.2% | $7,623+162.4% | $14,365+39.2% |