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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 | $596,677 | $114,119+422.9% | $107,187+456.7% | $138,895+329.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.56% | 273.21%-268.7pp | 204.55%-200.0pp | 145.39%-140.8pp |
| Employer contribution / active EE | $11,333 | $4,059+179.2% | $3,782+199.6% | $4,194+170.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $28,033 | $10,024+179.7% | $9,162+206.0% | $12,562+123.2% |