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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 | $367,830 | $166,020+121.6% | $164,866+123.1% | $145,959+152.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.12% | 100.08%-96.0pp | 69.97%-65.9pp | 561.95%-557.8pp |
| Employer contribution / active EE | $27,778 | $5,275+426.6% | $4,343+539.7% | $4,661+496.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $322,137 | $16,644+1835.4% | $12,689+2438.7% | $13,398+2304.4% |