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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 | $725,546 | $58,848+1132.9% | $88,179+722.8% | $82,637+778.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 7.63% | 22.76%-15.1pp | 64.97%-57.3pp | 53.51%-45.9pp |
| Employer contribution / active EE | $16,402 | $1,678+877.2% | $2,549+543.4% | $2,552+542.7% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,686 | $4,795+352.2% | $7,673+182.6% | $7,339+195.5% |