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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 | $440,645 | $106,008+315.7% | $92,240+377.7% | $147,586+198.6% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 8.95% | 50.05%-41.1pp | 176.29%-167.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $23,367 | $4,333+439.2% | $3,680+535.0% | $4,876+379.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,406 | $6,333+16.9% | $5,194+42.6% | $10,886-32.0% |