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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 | $453,087 | $88,815+410.1% | $81,882+453.3% | $145,897+210.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.77% | 1033.75%-1029.0pp | 779.47%-774.7pp | 552.29%-547.5pp |
| Employer contribution / active EE | $25,000 | $3,086+710.0% | $2,916+757.3% | $4,663+436.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,600 | $8,434+215.4% | $7,360+261.4% | $13,390+98.7% |