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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 | $358,312 | $150,446+138.2% | $136,297+162.9% | $147,585+142.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.23% | 1049.14%-1041.9pp | 5156.19%-5149.0pp | 578.58%-571.4pp |
| Employer contribution / active EE | $1,497 | $5,256-71.5% | $4,696-68.1% | $4,876-69.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $182,084 | $10,906+1569.6% | $9,244+1869.8% | $10,886+1572.7% |