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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 | $166,089+193.8% | $164,928+195.9% | $145,978+234.3% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 5.22% | 100.26%-95.0pp | 70.08%-64.9pp | 550.52%-545.3pp |
| Employer contribution / active EE | $15,088 | $5,276+186.0% | $4,343+247.4% | $4,662+223.7% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $439,869 | $16,641+2543.4% | $12,684+3367.8% | $13,400+3182.5% |