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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 | $110,337+513.8% | $102,383+561.4% | $145,877+364.2% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+14.9pp |
| Annual return | 5.25% | 24.83%-19.6pp | 24.94%-19.7pp | 551.28%-546.0pp |
| Employer contribution / active EE | $36,096 | $4,216+756.2% | $3,870+832.6% | $4,663+674.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,322 | $9,750+26.4% | $8,391+46.8% | $13,402-8.1% |