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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 | $465,086 | $149,040+212.1% | $120,225+286.8% | $137,256+238.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.55% | 605.68%-596.1pp | 439.23%-429.7pp | 220.34%-210.8pp |
| Employer contribution / active EE | $15,680 | $4,350+260.4% | $3,475+351.2% | $4,156+277.3% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $118,330 | $6,348+1764.1% | $5,696+1977.3% | $12,270+864.4% |