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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 | $488,486 | $109,872+344.6% | $98,483+396.0% | $167,536+191.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.77% | 1959.31%-1952.5pp | 1494.38%-1487.6pp | 478.82%-472.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,126 | $4,673+138.1% | $4,276+160.2% | $6,342+75.4% |
| Admin fee / account holder | $1,934 | $6,757-71.4% | $5,953-67.5% | $12,315-84.3% |