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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 | $88,710+239.5% | $81,783+268.2% | $145,959+106.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 7.80% | 1027.26%-1019.5pp | 775.05%-767.2pp | 561.95%-554.1pp |
| Employer contribution / active EE | $5,000 | $3,083+62.2% | $2,913+71.7% | $4,661+7.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $127,055 | $8,407+1411.3% | $7,380+1621.6% | $13,398+848.3% |