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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 | $692,575 | $91,037+660.8% | $71,671+866.3% | $147,586+369.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.97% | 20.48%-13.5pp | 20.65%-13.7pp | 578.59%-571.6pp |
| Employer contribution / active EE | $35,740 | $3,327+974.1% | $2,460+1352.9% | $4,876+632.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28,153 | $8,613+226.9% | $5,558+406.5% | $10,886+158.6% |