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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 | $756,659 | $103,038+634.4% | $90,324+737.7% | $152,909+394.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.08% | 95.25%-86.2pp | 78.15%-69.1pp | 345.46%-336.4pp |
| Employer contribution / active EE | $55,000 | $3,141+1651.2% | $2,856+1825.9% | $4,764+1054.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,001 | $6,177+207.6% | $5,356+254.8% | $11,601+63.8% |