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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 | $617,918 | $129,737+376.3% | $119,126+418.7% | $154,746+299.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 5.02% | 379.08%-374.1pp | 282.11%-277.1pp | 172.34%-167.3pp |
| Employer contribution / active EE | $28,546 | $4,375+552.5% | $4,034+607.7% | $4,379+551.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,003 | $11,961+67.2% | $10,693+87.1% | $14,365+39.2% |