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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 | $595,563 | $96,508+517.1% | $75,901+684.7% | $152,897+289.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 7.13% | 33.99%-26.9pp | 30.76%-23.6pp | 345.43%-338.3pp |
| Employer contribution / active EE | $56,000 | $3,310+1591.8% | $2,501+2139.2% | $4,764+1075.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,941 | $8,081+47.8% | $5,420+120.3% | $11,599+2.9% |