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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 | $426,053 | $70,366+505.5% | $66,674+539.0% | $138,895+206.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.17% | 386.41%-375.2pp | 321.24%-310.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $21,667 | $2,765+683.6% | $2,620+727.0% | $4,194+416.6% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,921 | $5,262-44.5% | $5,098-42.7% | $12,562-76.7% |