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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 | $265,380 | $72,426+266.4% | $67,560+292.8% | $145,897+81.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.69% | 7226.78%-7218.1pp | 3533.50%-3524.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $9,147 | $3,074+197.5% | $2,737+234.2% | $4,663+96.2% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,176 | $5,514-6.1% | $3,994+29.6% | $13,390-61.3% |