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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 | $530,313 | $109,372+384.9% | $89,414+493.1% | $158,966+233.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 2.30% | 345.55%-343.3pp | 245.50%-243.2pp | 302.95%-300.7pp |
| Employer contribution / active EE | $18,750 | $3,171+491.2% | $2,586+624.9% | $4,762+293.7% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,358 | $6,156+117.0% | $4,883+173.6% | $11,250+18.7% |