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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 | $546,358 | $110,093+396.3% | $97,295+461.5% | $145,897+274.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 2.61% | 244.76%-242.2pp | 75.62%-73.0pp | 552.29%-549.7pp |
| Employer contribution / active EE | $34,498 | $3,077+1021.1% | $2,723+1167.0% | $4,663+639.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,194 | $6,212+192.9% | $5,646+222.2% | $13,390+35.9% |