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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 | $496,682 | $110,307+350.3% | $96,576+414.3% | $139,456+256.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.96% | 26.40%-21.4pp | 25.87%-20.9pp | 373.45%-368.5pp |
| Employer contribution / active EE | $7,889 | $3,619+118.0% | $2,965+166.1% | $4,753+66.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $28,849 | $11,597+148.8% | $8,253+249.6% | $11,407+152.9% |