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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 | $520,792 | $91,037+472.1% | $71,671+626.6% | $147,586+252.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.04% | 20.48%-20.4pp | 20.65%-20.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $26,098 | $3,327+684.4% | $2,460+961.0% | $4,876+435.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $318 | $8,613-96.3% | $5,558-94.3% | $10,886-97.1% |