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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 | $569,919 | $101,763+460.0% | $164,866+245.7% | $80,874+604.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 5.46% | 16.73%-11.3pp | 69.97%-64.5pp | 35.62%-30.2pp |
| Employer contribution / active EE | $26,560 | $2,954+799.0% | $4,343+511.6% | $2,756+863.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22,362 | $8,228+171.8% | $12,689+76.2% | $6,935+222.4% |