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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 | $521,442 | $110,278+372.8% | $95,740+444.6% | $139,466+273.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.50% | 27.19%-22.7pp | 28.41%-23.9pp | 373.66%-369.2pp |
| Employer contribution / active EE | $25,857 | $3,260+693.0% | $2,836+811.7% | $4,754+443.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $77,294 | $6,613+1068.8% | $5,676+1261.7% | $11,409+577.5% |