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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 | $169,336+103.3% | $129,384+166.0% | $145,884+135.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.12% | 14408.70%-14403.6pp | 9461.77%-9456.7pp | 551.85%-546.7pp |
| Employer contribution / active EE | $46,000 | $5,540+730.3% | $4,153+1007.6% | $4,662+886.6% |
| Participant deferral / active EE | $26,750 | $4,985+436.6% | $4,166+542.1% | $6,690+299.9% |
| Admin fee / account holder | $2,510 | $9,912-74.7% | $7,686-67.3% | $13,392-81.3% |