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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 | $475,927 | $96,643+392.5% | $86,617+449.5% | $139,456+241.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 2.61% | 106.57%-104.0pp | 591.91%-589.3pp | 373.45%-370.8pp |
| Employer contribution / active EE | $5,000 | $3,264+53.2% | $3,023+65.4% | $4,753+5.2% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $750 | $6,406-88.3% | $5,613-86.6% | $11,407-93.4% |