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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 | $952,295 | $110,379+762.8% | $102,412+829.9% | $145,884+552.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.54% | 24.84%-16.3pp | 24.94%-16.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $9,574 | $4,216+127.1% | $3,870+147.4% | $4,662+105.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,131,793 | $9,745+11514.3% | $8,388+13393.7% | $13,392+8351.4% |