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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 | $449,164 | $198,462+126.3% | $170,439+163.5% | $147,585+204.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.00% | 257.30%-252.3pp | 205.94%-200.9pp | 578.58%-573.6pp |
| Employer contribution / active EE | $29,000 | $6,184+369.0% | $5,433+433.8% | $4,876+494.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,000 | $16,852-22.9% | $13,881-6.3% | $10,886+19.4% |