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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 | $681,361 | $49,891+1265.7% | $80,607+745.3% | $75,181+806.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 11.65% | 34.67%-23.0pp | 936.11%-924.5pp | 160.69%-149.0pp |
| Employer contribution / active EE | $31,748 | $1,698+1769.3% | $2,724+1065.4% | $2,671+1088.8% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,315 | $3,578+244.2% | $5,379+128.9% | $5,650+118.0% |