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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 | $416,534 | $114,073+265.1% | $96,161+333.2% | $167,518+148.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 4.99% | 189.95%-185.0pp | 192.01%-187.0pp | 478.71%-473.7pp |
| Employer contribution / active EE | $18,657 | $3,428+444.2% | $2,798+566.7% | $4,838+285.6% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $51,460 | $6,899+645.9% | $5,538+829.1% | $12,312+317.9% |