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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 | $636,598 | $106,247+499.2% | $96,515+559.6% | $139,466+356.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.85% | 38.47%-34.6pp | 35.73%-31.9pp | 373.66%-369.8pp |
| Employer contribution / active EE | $61,000 | $4,106+1385.7% | $3,740+1531.2% | $4,754+1183.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,616 | $7,885-28.8% | $6,735-16.6% | $11,409-50.8% |