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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 | $721,526 | $57,140+1162.7% | $85,240+746.5% | $80,959+791.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 7.57% | 21.71%-14.1pp | 66.75%-59.2pp | 35.67%-28.1pp |
| Employer contribution / active EE | $8,543 | $1,802+374.1% | $2,735+212.3% | $2,757+209.9% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,164 | $4,992+263.9% | $6,165+194.6% | $6,925+162.3% |