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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 | $619,688 | $110,337+461.6% | $102,383+505.3% | $145,877+324.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.68% | 24.83%-17.2pp | 24.94%-17.3pp | 551.28%-543.6pp |
| Employer contribution / active EE | $26,427 | $4,216+526.8% | $3,870+582.8% | $4,663+466.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $30,899 | $9,750+216.9% | $8,391+268.2% | $13,402+130.6% |