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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 | $366,035 | $109,863+233.2% | $98,477+271.7% | $167,518+118.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.74% | 1958.09%-1949.4pp | 1493.59%-1484.9pp | 478.71%-470.0pp |
| Employer contribution / active EE | $86,232 | $3,225+2573.8% | $2,961+2812.6% | $4,838+1682.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,545 | $6,755-17.9% | $5,951-6.8% | $12,312-55.0% |