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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 | $157,276+525.5% | $141,177+596.8% | $152,885+543.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.69% | 64.33%-58.6pp | 71.40%-65.7pp | 345.39%-339.7pp |
| Employer contribution / active EE | $25,608 | $5,262+386.7% | $4,736+440.7% | $4,763+437.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,809 | $12,123-76.8% | $10,263-72.6% | $11,598-75.8% |