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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 | $674,439 | $183,539+267.5% | $155,556+333.6% | $145,897+362.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.11% | 61.31%-53.2pp | 64.84%-56.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $22,989 | $5,315+332.5% | $4,675+391.7% | $4,663+393.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $28,354 | $19,275+47.1% | $15,885+78.5% | $13,390+111.8% |