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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 | $154,159+478.2% | $130,026+585.5% | $139,456+539.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 32.50%-23.2pp | -137.26%+146.6pp | 373.45%-364.1pp |
| Employer contribution / active EE | $29,392 | $5,292+455.5% | $4,321+580.2% | $4,753+518.4% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $39,439 | $14,001+181.7% | $10,608+271.8% | $11,407+245.7% |