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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 | $320,035 | $166,242+92.5% | $165,071+93.9% | $145,884+119.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.15% | 100.44%-96.3pp | 70.17%-66.0pp | 551.85%-547.7pp |
| Employer contribution / active EE | $12,500 | $5,283+136.6% | $4,347+187.5% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $57,787 | $16,658+246.9% | $12,695+355.2% | $13,392+331.5% |