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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 | $476,980 | $107,353+344.3% | $92,903+413.4% | $152,885+212.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.28% | 145.62%-143.3pp | 109.43%-107.1pp | 345.39%-343.1pp |
| Employer contribution / active EE | $12,400 | $4,222+193.7% | $3,653+239.4% | $4,763+160.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,500 | $7,081+175.4% | $5,795+236.5% | $11,598+68.1% |