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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 | $635,133 | $112,933+462.4% | $90,970+598.2% | $158,982+299.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.34% | 215.82%-213.5pp | 134.60%-132.3pp | 302.99%-300.6pp |
| Employer contribution / active EE | $9,913 | $2,893+242.6% | $2,122+367.2% | $4,763+108.1% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $22,905 | $8,047+184.7% | $5,961+284.3% | $11,252+103.6% |