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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 | $109,967+468.6% | $97,197+543.3% | $145,877+328.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.83% | 244.27%-239.4pp | 75.47%-70.6pp | 551.28%-546.5pp |
| Employer contribution / active EE | $46,000 | $3,077+1395.1% | $2,723+1589.5% | $4,663+886.5% |
| Participant deferral / active EE | $23,000 | $4,676+391.8% | $4,263+439.5% | $6,691+243.8% |
| Admin fee / account holder | $3,597 | $6,199-42.0% | $5,637-36.2% | $13,402-73.2% |