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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 | $329,846 | $150,442+119.3% | $136,295+142.0% | $147,585+123.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.31% | 1049.09%-1039.8pp | 5155.97%-5146.7pp | 578.56%-569.2pp |
| Employer contribution / active EE | $11,457 | $5,256+118.0% | $4,695+144.0% | $4,876+135.0% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,598 | $10,905-67.0% | $9,243-61.1% | $10,885-66.9% |