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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 | $476,779 | $70,366+577.6% | $66,674+615.1% | $138,895+243.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.99% | 386.41%-376.4pp | 321.24%-311.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $39,942 | $2,765+1344.5% | $2,620+1424.4% | $4,194+852.3% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $53,223 | $5,262+911.4% | $5,098+944.0% | $12,562+323.7% |