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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 | $854,281 | $162,821+424.7% | $133,978+537.6% | $158,982+437.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.31% | 41.95%-37.6pp | 45.10%-40.8pp | 302.99%-298.7pp |
| Employer contribution / active EE | $28,671 | $4,976+476.2% | $3,919+631.6% | $4,763+502.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $33,396 | $11,742+184.4% | $8,930+274.0% | $11,252+196.8% |