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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 | $261,339 | $106,003+146.5% | $92,236+183.3% | $147,585+77.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.43% | 50.05%-45.6pp | 176.29%-171.9pp | 578.57%-574.1pp |
| Employer contribution / active EE | $15,714 | $4,333+262.7% | $3,679+327.1% | $4,876+222.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $115,159 | $6,333+1718.5% | $5,194+2117.2% | $10,885+957.9% |