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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 | $439,071 | $88,778+394.6% | $81,844+436.5% | $145,884+201.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.02% | 1033.03%-1027.0pp | 778.87%-772.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $18,269 | $3,087+491.8% | $2,916+526.4% | $4,662+291.9% |
| Participant deferral / active EE | $19,551 | $4,648+320.6% | $4,323+352.2% | $6,690+192.3% |
| Admin fee / account holder | $4,652 | $8,430-44.8% | $7,355-36.8% | $13,392-65.3% |