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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 | $595,796 | $65,367+811.5% | $92,915+541.2% | $72,976+716.4% |
| Participation rate | 96.1% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.6pp |
| Annual return | 5.23% | 42.11%-36.9pp | 109.45%-104.2pp | 81.02%-75.8pp |
| Employer contribution / active EE | $24,589 | $2,594+848.0% | $3,653+573.0% | $2,440+907.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $12,148 | $4,251+185.7% | $5,796+109.6% | $5,124+137.1% |