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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 | $784,614 | $154,209+408.8% | $130,062+503.3% | $139,487+462.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.40% | 32.52%-26.1pp | -137.37%+143.8pp | 373.84%-367.4pp |
| Employer contribution / active EE | $26,697 | $5,292+404.4% | $4,322+517.7% | $4,755+461.5% |
| Participant deferral / active EE | $18,750 | $6,709+179.5% | $5,821+222.1% | $6,713+179.3% |
| Admin fee / account holder | $5,496 | $13,988-60.7% | $10,601-48.2% | $11,407-51.8% |