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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 | $983,719 | $157,296+525.4% | $141,191+596.7% | $152,897+543.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.69% | 64.34%-58.6pp | 71.41%-65.7pp | 345.43%-339.7pp |
| Employer contribution / active EE | $25,608 | $5,262+386.6% | $4,736+440.7% | $4,764+437.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,809 | $12,125-76.8% | $10,264-72.6% | $11,599-75.8% |