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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 | $273,002 | $99,011+175.7% | $86,582+215.3% | $147,586+85.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.56% | 1312.75%-1304.2pp | 965.08%-956.5pp | 578.59%-570.0pp |
| Employer contribution / active EE | $16,250 | $3,132+418.8% | $2,839+472.3% | $4,876+233.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,128 | $5,709-27.7% | $4,904-15.8% | $10,886-62.1% |