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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 | $648,450 | $226,135+186.8% | $182,558+255.2% | $152,909+324.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.03% | 192.60%-190.6pp | 148.59%-146.6pp | 345.46%-343.4pp |
| Employer contribution / active EE | $21,681 | $4,979+335.4% | $4,076+431.9% | $4,764+355.1% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,224 | $10,707+98.2% | $8,594+147.0% | $11,601+83.0% |