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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 | $680,969 | $70,366+867.8% | $66,674+921.3% | $138,895+390.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.37% | 386.41%-379.0pp | 321.24%-313.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $43,486 | $2,765+1472.7% | $2,620+1559.7% | $4,194+936.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $100,477 | $5,262+1809.3% | $5,098+1870.9% | $12,562+699.8% |