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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 | $443,578 | $102,595+332.4% | $94,057+371.6% | $154,746+186.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 8.12% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $46,890 | $3,147+1389.9% | $2,933+1498.6% | $4,379+970.8% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $61,466 | $7,736+694.5% | $7,244+748.5% | $14,365+327.9% |