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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 | $322,907 | $106,008+204.6% | $92,240+250.1% | $147,586+118.8% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 5.48% | 50.05%-44.6pp | 176.29%-170.8pp | 578.59%-573.1pp |
| Employer contribution / active EE | $30,715 | $4,333+608.8% | $3,680+734.7% | $4,876+529.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,548 | $6,333+161.3% | $5,194+218.6% | $10,886+52.0% |