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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 | $683,447 | $110,379+519.2% | $102,412+567.3% | $145,884+368.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 8.01% | 24.84%-16.8pp | 24.94%-16.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $33,178 | $4,216+686.9% | $3,870+757.3% | $4,662+611.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,188 | $9,745-87.8% | $8,388-85.8% | $13,392-91.1% |