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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 | $891,307 | $154,193+478.0% | $130,045+585.4% | $139,466+539.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 32.51%-23.2pp | -137.30%+146.6pp | 373.66%-364.3pp |
| Employer contribution / active EE | $29,392 | $5,292+455.4% | $4,321+580.2% | $4,754+518.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $39,439 | $13,989+181.9% | $10,600+272.1% | $11,409+245.7% |