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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 | $286,391 | $156,970+82.4% | $121,210+136.3% | $139,487+105.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.37% | 1477.10%-1469.7pp | 987.41%-980.0pp | 373.84%-366.5pp |
| Employer contribution / active EE | $34,000 | $5,546+513.1% | $4,171+715.2% | $4,755+615.1% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $701 | $6,947-89.9% | $5,647-87.6% | $11,407-93.9% |