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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 | $88,754+239.3% | $81,820+268.1% | $145,877+106.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 7.80% | 1031.77%-1024.0pp | 777.93%-770.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $5,000 | $3,085+62.1% | $2,915+71.5% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $127,055 | $8,424+1408.3% | $7,391+1619.2% | $13,402+848.0% |