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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 | $825,118 | $150,435+448.5% | $120,580+584.3% | $145,897+465.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 2.99% | 154.60%-151.6pp | 107.48%-104.5pp | 552.29%-549.3pp |
| Employer contribution / active EE | $35,878 | $4,352+724.3% | $3,469+934.2% | $4,663+669.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $29,890 | $12,182+145.4% | $9,418+217.4% | $13,390+123.2% |