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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 | $380,315 | $88,815+328.2% | $81,882+364.5% | $145,897+160.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.51% | 1033.75%-1025.2pp | 779.47%-771.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $34,883 | $3,086+1030.2% | $2,916+1096.2% | $4,663+648.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $81,556 | $8,434+866.9% | $7,360+1008.2% | $13,390+509.1% |