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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 | $650,404 | $98,776+558.5% | $149,745+334.3% | $79,856+714.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.70% | 27.38%-21.7pp | 276.72%-271.0pp | 31.71%-26.0pp |
| Employer contribution / active EE | $21,404 | $3,217+565.3% | $4,646+360.7% | $2,471+766.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $12,471 | $6,053+106.0% | $9,312+33.9% | $5,306+135.0% |