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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 | $848,466 | $100,060+748.0% | $149,721+466.7% | $70,126+1109.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 9.50% | 27.46%-18.0pp | 1501.67%-1492.2pp | 73.15%-63.6pp |
| Employer contribution / active EE | $13,889 | $3,661+279.4% | $5,444+155.1% | $2,343+492.9% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $53,011 | $8,285+539.8% | $11,282+369.9% | $4,645+1041.1% |