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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 | $284,534 | $88,778+220.5% | $81,844+247.7% | $145,884+95.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.09% | 1033.03%-1027.9pp | 778.87%-773.8pp | 551.85%-546.8pp |
| Employer contribution / active EE | $6,990 | $3,087+126.4% | $2,916+139.7% | $4,662+49.9% |
| Participant deferral / active EE | $16,875 | $4,648+263.0% | $4,323+290.3% | $6,690+152.3% |
| Admin fee / account holder | $729 | $8,430-91.4% | $7,355-90.1% | $13,392-94.6% |