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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 | $740,018 | $124,330+495.2% | $109,173+577.8% | $167,536+341.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 1.35% | 26.04%-24.7pp | 25.75%-24.4pp | 478.82%-477.5pp |
| Employer contribution / active EE | $54,267 | $4,209+1189.2% | $3,723+1357.7% | $4,839+1021.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $20,000 | $7,974+150.8% | $6,755+196.1% | $12,315+62.4% |