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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 | $299,424 | $134,817+122.1% | $123,973+141.5% | $155,188+92.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.72% | 515.49%-509.8pp | 388.13%-382.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $37,119 | $4,425+738.8% | $4,126+799.7% | $4,248+773.8% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,398 | $13,245-89.4% | $11,799-88.2% | $14,480-90.3% |