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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 | $367,987 | $90,614+306.1% | $76,089+383.6% | $145,877+152.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.29% | 623.80%-616.5pp | 360.94%-353.7pp | 551.28%-544.0pp |
| Employer contribution / active EE | $14,408 | $3,324+333.4% | $2,690+435.6% | $4,663+209.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $54,926 | $8,376+555.7% | $6,418+755.8% | $13,402+309.8% |