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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 | $454,045 | $144,130+215.0% | $117,861+285.2% | $147,586+207.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.84% | 531.20%-523.4pp | 335.11%-327.3pp | 578.59%-570.8pp |
| Employer contribution / active EE | $36,000 | $4,897+635.2% | $3,786+850.8% | $4,876+638.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,313 | $10,887+68.2% | $8,021+128.3% | $10,886+68.2% |