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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 | $677,196 | $110,410+513.3% | $102,437+561.1% | $145,897+364.2% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+14.9pp |
| Annual return | 5.25% | 24.85%-19.6pp | 24.95%-19.7pp | 552.29%-547.0pp |
| Employer contribution / active EE | $36,096 | $4,217+755.9% | $3,871+832.5% | $4,663+674.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,322 | $9,745+26.4% | $8,388+46.9% | $13,390-8.0% |