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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 | $1,087,454 | $112,189+869.3% | - | $145,877+645.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 3.63% | 21.29%-17.7pp | - | 551.28%-547.7pp |
| Employer contribution / active EE | $0 | $5,748-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,634-100.0% | - | $6,691-100.0% |
| Admin fee / account holder | $17,194 | $6,256+174.8% | - | $13,402+28.3% |