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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 | $515,799 | $89,370+477.1% | $141,197+265.3% | $72,976+606.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.90% | 111.88%-109.0pp | 71.41%-68.5pp | 81.02%-78.1pp |
| Employer contribution / active EE | $10,000 | $3,115+221.0% | $4,736+111.1% | $2,440+309.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $33,783 | $5,957+467.1% | $10,265+229.1% | $5,124+559.3% |