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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 | $488,048 | $166,268+193.5% | $165,100+195.6% | $145,897+234.5% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 5.22% | 100.52%-95.3pp | 70.21%-65.0pp | 552.29%-547.1pp |
| Employer contribution / active EE | $15,088 | $5,284+185.5% | $4,348+247.0% | $4,663+223.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $439,869 | $16,659+2540.4% | $12,696+3364.8% | $13,390+3185.0% |