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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 | $759,963 | $103,387+635.1% | $87,102+772.5% | $152,885+397.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 7.73% | 28.10%-20.4pp | 28.19%-20.5pp | 345.39%-337.7pp |
| Employer contribution / active EE | $15,875 | $3,221+392.9% | $2,521+529.6% | $4,763+233.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $109,800 | $12,193+800.5% | $7,491+1365.8% | $11,598+846.7% |