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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 | $274,566 | $150,435+82.5% | $120,580+127.7% | $145,897+88.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 8.30% | 154.60%-146.3pp | 107.48%-99.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $22,384 | $4,352+414.3% | $3,469+545.2% | $4,663+380.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,591 | $12,182-78.7% | $9,418-72.5% | $13,390-80.7% |