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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 | $552,959 | $157,276+251.6% | $141,177+291.7% | $152,885+261.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.83% | 64.33%-58.5pp | 71.40%-65.6pp | 345.39%-339.6pp |
| Employer contribution / active EE | $12,333 | $5,262+134.4% | $4,736+160.4% | $4,763+158.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27,597 | $12,123+127.6% | $10,263+168.9% | $11,598+137.9% |