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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 | $857,303 | $106,918+701.8% | $84,021+920.3% | $152,897+460.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.49% | 105.01%-104.5pp | 71.32%-70.8pp | 345.43%-344.9pp |
| Employer contribution / active EE | $37,000 | $2,735+1252.8% | $1,984+1765.1% | $4,764+676.7% |
| Participant deferral / active EE | $25,000 | $4,012+523.1% | $3,239+671.8% | $5,851+327.3% |
| Admin fee / account holder | $5,796 | $8,288-30.1% | $6,102-5.0% | $11,599-50.0% |