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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 | $529,725 | $103,038+414.1% | $90,324+486.5% | $152,909+246.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.38% | 95.25%-90.9pp | 78.15%-73.8pp | 345.46%-341.1pp |
| Employer contribution / active EE | $8,883 | $3,141+182.8% | $2,856+211.0% | $4,764+86.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,217 | $6,177+146.3% | $5,356+184.1% | $11,601+31.2% |