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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 | $387,808 | $150,447+157.8% | $136,298+184.5% | $147,586+162.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.84% | 1049.15%-1043.3pp | 5156.27%-5150.4pp | 578.59%-572.8pp |
| Employer contribution / active EE | $27,060 | $5,256+414.8% | $4,696+476.3% | $4,876+454.9% |
| Participant deferral / active EE | $7,750 | $6,631+16.9% | $6,247+24.1% | $5,439+42.5% |
| Admin fee / account holder | $1,733 | $10,906-84.1% | $9,244-81.3% | $10,886-84.1% |