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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 | $479,874 | $107,363+347.0% | $92,909+416.5% | $152,897+213.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.62% | 145.63%-134.0pp | 109.44%-97.8pp | 345.43%-333.8pp |
| Employer contribution / active EE | $12,305 | $4,222+191.5% | $3,653+236.8% | $4,764+158.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $92,857 | $7,082+1211.3% | $5,795+1502.3% | $11,599+700.5% |