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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 | $361,658 | $96,388+275.2% | $80,627+348.6% | $139,466+159.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 7.07% | 1352.08%-1345.0pp | 936.76%-929.7pp | 373.66%-366.6pp |
| Employer contribution / active EE | $471 | $3,260-85.6% | $2,723-82.7% | $4,754-90.1% |
| Participant deferral / active EE | $15,000 | $5,224+187.1% | $4,443+237.6% | $6,712+123.5% |
| Admin fee / account holder | $25,865 | $6,603+291.7% | $5,381+380.7% | $11,409+126.7% |