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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 | $911,659 | $150,412+506.1% | $120,574+656.1% | $145,884+524.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.20% | 154.50%-148.3pp | 107.42%-101.2pp | 551.85%-545.6pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,995 | $6,175+110.4% | $4,996+160.1% | $6,690+94.3% |
| Admin fee / account holder | $10,760 | $12,224-12.0% | $9,445+13.9% | $13,392-19.7% |