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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 | $496,081 | $85,766+478.4% | $136,298+264.0% | $70,126+607.4% |
| Participation rate | 96.6% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 1.85% | 31.46%-29.6pp | 5156.27%-5154.4pp | 73.15%-71.3pp |
| Employer contribution / active EE | $7,307 | $2,966+146.3% | $4,696+55.6% | $2,343+211.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,838 | $5,421+173.7% | $9,244+60.5% | $4,645+219.4% |