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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 | $959,359 | $175,259+447.4% | $149,723+540.8% | $139,487+587.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.40% | 166.82%-165.4pp | 134.50%-133.1pp | 373.84%-372.4pp |
| Employer contribution / active EE | $1,248 | $5,478-77.2% | $4,821-74.1% | $4,755-73.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $53,411 | $16,158+230.5% | $13,215+304.2% | $11,407+368.2% |