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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 | $306,600 | $102,696+198.6% | $86,235+255.5% | $139,487+119.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.73% | 1925.91%-1921.2pp | 1170.03%-1165.3pp | 373.84%-369.1pp |
| Employer contribution / active EE | $1,360 | $3,034-55.2% | $2,381-42.9% | $4,755-71.4% |
| Participant deferral / active EE | $9,022 | $4,679+92.8% | $3,987+126.3% | $6,713+34.4% |
| Admin fee / account holder | $59,669 | $8,667+588.5% | $6,856+770.4% | $11,407+423.1% |