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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 | $271,178 | $99,031+173.8% | $86,597+213.1% | $147,585+83.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.84% | 1312.56%-1305.7pp | 964.96%-958.1pp | 578.57%-571.7pp |
| Employer contribution / active EE | $19,925 | $3,132+536.1% | $2,840+601.7% | $4,876+308.6% |
| Participant deferral / active EE | $18,216 | $3,972+358.6% | $3,609+404.8% | $5,439+234.9% |
| Admin fee / account holder | $542,665 | $5,711+9402.9% | $4,906+10961.9% | $10,885+4885.2% |