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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 | $303,477 | $102,696+195.5% | $86,235+251.9% | $139,487+117.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.63% | 1925.91%-1917.3pp | 1170.03%-1161.4pp | 373.84%-365.2pp |
| Employer contribution / active EE | $7,038 | $3,034+132.0% | $2,381+195.6% | $4,755+48.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,599 | $8,667-70.0% | $6,856-62.1% | $11,407-77.2% |