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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 | $481,393 | $88,778+442.2% | $81,844+488.2% | $145,884+230.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.79% | 1033.03%-1025.2pp | 778.87%-771.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $16,000 | $3,087+418.3% | $2,916+448.6% | $4,662+243.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,641 | $8,430-68.7% | $7,355-64.1% | $13,392-80.3% |