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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 | $527,936 | $83,485+532.4% | $125,192+321.7% | $72,975+623.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 6.52% | 25.77%-19.2pp | 43.79%-37.3pp | 81.01%-74.5pp |
| Employer contribution / active EE | $23,338 | $2,346+894.9% | $3,866+503.7% | $2,440+856.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $21,150 | $5,518+283.3% | $9,704+118.0% | $5,124+312.8% |