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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 | $952,313 | $105,856+799.6% | $90,161+956.2% | $147,585+545.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.94% | 37.63%-29.7pp | 34.89%-26.9pp | 578.58%-570.6pp |
| Employer contribution / active EE | $28,838 | $4,126+598.9% | $3,318+769.1% | $4,876+491.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33,203 | $8,046+312.7% | $5,943+458.7% | $10,886+205.0% |