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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 | $446,231 | $96,643+361.7% | $86,617+415.2% | $139,456+220.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.67% | 106.57%-97.9pp | 591.91%-583.2pp | 373.45%-364.8pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,319 | $4,835+10.0% | $4,437+19.9% | $6,711-20.7% |
| Admin fee / account holder | $3,706 | $6,406-42.2% | $5,613-34.0% | $11,407-67.5% |