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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 | $356,796 | $84,741+321.0% | $75,731+371.1% | $167,553+112.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 7.43% | 199.72%-192.3pp | 104.65%-97.2pp | 478.89%-471.5pp |
| Employer contribution / active EE | $39,558 | $3,230+1124.5% | $2,743+1342.1% | $4,840+717.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,171 | $5,361+183.0% | $3,620+319.1% | $12,316+23.2% |