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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 | $625,720 | $208,088+200.7% | $186,193+236.1% | $154,746+304.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 5.40% | 89.97%-84.6pp | 78.03%-72.6pp | 172.34%-166.9pp |
| Employer contribution / active EE | $16,078 | $4,340+270.5% | $3,918+310.4% | $4,379+267.2% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24,323 | $11,698+107.9% | $11,058+120.0% | $14,365+69.3% |