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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 | $564,545 | $160,028+252.8% | $147,080+283.8% | $145,884+287.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.03% | 98.60%-93.6pp | 420.17%-415.1pp | 551.85%-546.8pp |
| Employer contribution / active EE | $46,500 | $5,286+779.7% | $4,933+842.6% | $4,662+897.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,703 | $15,030-22.1% | $12,989-9.9% | $13,392-12.6% |