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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 | $498,392 | $152,612+226.6% | $125,192+298.1% | $152,897+226.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 7.45% | 54.85%-47.4pp | 43.79%-36.3pp | 345.43%-338.0pp |
| Employer contribution / active EE | $22,395 | $4,947+352.7% | $3,866+479.3% | $4,764+370.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,629 | $13,437+83.3% | $9,704+153.8% | $11,599+112.3% |