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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 | $111,814+282.8% | $93,654+357.0% | $145,959+193.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.83% | 203.30%-197.5pp | 133.34%-127.5pp | 561.95%-556.1pp |
| Employer contribution / active EE | $35,914 | $3,092+1061.7% | $2,421+1383.5% | $4,661+670.5% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $85,171 | $10,246+731.2% | $8,282+928.3% | $13,398+535.7% |