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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 | $296,970 | $106,003+180.2% | $92,236+222.0% | $147,585+101.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.21% | 50.05%-42.8pp | 176.29%-169.1pp | 578.57%-571.4pp |
| Employer contribution / active EE | $11,300 | $4,333+160.8% | $3,679+207.1% | $4,876+131.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $700 | $6,333-88.9% | $5,194-86.5% | $10,885-93.6% |