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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 | $554,853 | $124,351+346.2% | $109,188+408.2% | $167,553+231.1% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 8.23% | 26.04%-17.8pp | 25.76%-17.5pp | 478.89%-470.7pp |
| Employer contribution / active EE | $24,913 | $4,210+491.8% | $3,723+569.2% | $4,840+414.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $20,582 | $7,975+158.1% | $6,755+204.7% | $12,316+67.1% |