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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 | $344,204 | $169,361+103.2% | $129,397+166.0% | $145,877+136.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.12% | 14395.54%-14390.4pp | 9453.98%-9448.9pp | 551.28%-546.2pp |
| Employer contribution / active EE | $46,000 | $5,542+730.1% | $4,154+1007.3% | $4,663+886.5% |
| Participant deferral / active EE | $26,750 | $4,987+436.3% | $4,167+541.9% | $6,691+299.8% |
| Admin fee / account holder | $2,510 | $9,903-74.7% | $7,679-67.3% | $13,402-81.3% |