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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 | $409,040 | $150,435+171.9% | $120,580+239.2% | $145,897+180.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 5.32% | 154.60%-149.3pp | 107.48%-102.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $8,305 | $4,352+90.8% | $3,469+139.4% | $4,663+78.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $456,222 | $12,182+3645.0% | $9,418+4743.9% | $13,390+3307.1% |