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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 | $301,165 | $88,815+239.1% | $81,882+267.8% | $145,897+106.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 7.80% | 1033.75%-1025.9pp | 779.47%-771.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $5,000 | $3,086+62.0% | $2,916+71.5% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $127,055 | $8,434+1406.4% | $7,360+1626.4% | $13,390+848.9% |