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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 | $318,771 | $107,368+196.9% | $92,915+243.1% | $152,909+108.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.07% | 145.64%-136.6pp | 109.45%-100.4pp | 345.46%-336.4pp |
| Employer contribution / active EE | $21,700 | $4,222+413.9% | $3,653+493.9% | $4,764+355.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,040 | $7,082+197.1% | $5,796+263.0% | $11,601+81.4% |