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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 | $486,840 | $142,426+241.8% | $115,167+322.7% | $152,909+218.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 1.46% | 41.48%-40.0pp | 35.60%-34.1pp | 345.46%-344.0pp |
| Employer contribution / active EE | $8,579 | $4,011+113.9% | $3,179+169.9% | $4,764+80.1% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,095 | $8,464+149.2% | $7,089+197.6% | $11,601+81.8% |