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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 | $625,307 | $110,093+468.0% | $97,295+542.7% | $145,897+328.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.83% | 244.76%-239.9pp | 75.62%-70.8pp | 552.29%-547.5pp |
| Employer contribution / active EE | $46,000 | $3,077+1394.8% | $2,723+1589.4% | $4,663+886.6% |
| Participant deferral / active EE | $23,000 | $4,678+391.7% | $4,264+439.5% | $6,689+243.8% |
| Admin fee / account holder | $3,597 | $6,212-42.1% | $5,646-36.3% | $13,390-73.1% |