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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 | $427,973 | $111,830+282.7% | $93,696+356.8% | $145,884+193.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.83% | 204.08%-198.2pp | 133.74%-127.9pp | 551.85%-546.0pp |
| Employer contribution / active EE | $35,914 | $3,093+1061.1% | $2,422+1382.9% | $4,662+670.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $85,171 | $10,249+731.0% | $8,287+927.8% | $13,392+536.0% |