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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 | $548,510 | $70,366+679.5% | $66,674+722.7% | $138,895+294.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 4.65% | 386.41%-381.8pp | 321.24%-316.6pp | 145.39%-140.7pp |
| Employer contribution / active EE | $14,299 | $2,765+417.1% | $2,620+445.7% | $4,194+240.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,770 | $5,262+9.6% | $5,098+13.2% | $12,562-54.1% |