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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 | $516,433 | $110,254+368.4% | $95,733+439.4% | $139,427+270.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.87% | 27.13%-21.3pp | 28.37%-22.5pp | 373.27%-367.4pp |
| Employer contribution / active EE | $11,119 | $3,258+241.3% | $2,835+292.2% | $4,752+134.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,244-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17,289 | $6,607+161.7% | $5,673+204.8% | $11,404+51.6% |