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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 | $488,048 | $166,131+193.8% | $164,975+195.8% | $145,877+234.6% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 5.22% | 100.37%-95.1pp | 70.12%-64.9pp | 551.28%-546.1pp |
| Employer contribution / active EE | $15,088 | $5,276+186.0% | $4,343+247.4% | $4,663+223.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $439,869 | $16,648+2542.2% | $12,688+3366.8% | $13,402+3182.1% |