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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 | $679,402 | $162,821+317.3% | $133,978+407.1% | $158,982+327.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.38% | 41.95%-40.6pp | 45.10%-43.7pp | 302.99%-301.6pp |
| Employer contribution / active EE | $32,481 | $4,976+552.7% | $3,919+728.8% | $4,763+582.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,374 | $11,742+39.4% | $8,930+83.4% | $11,252+45.5% |