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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 | $619,577 | $106,008+484.5% | $92,240+571.7% | $147,586+319.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.04% | 50.05%-46.0pp | 176.29%-172.3pp | 578.59%-574.6pp |
| Employer contribution / active EE | $47,309 | $4,333+991.7% | $3,680+1185.7% | $4,876+870.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,248 | $6,333-80.3% | $5,194-76.0% | $10,886-88.5% |