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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 | $499,662 | $72,465+589.5% | $67,575+639.4% | $145,884+242.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.73% | 7222.56%-7214.8pp | 3528.98%-3521.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $884 | $4,786-81.5% | $4,003-77.9% | $6,690-86.8% |
| Admin fee / account holder | $7,248 | $5,515+31.4% | $3,993+81.5% | $13,392-45.9% |