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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 | $100,041+748.1% | $149,718+466.7% | $70,131+1109.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 9.50% | 27.43%-17.9pp | 1501.67%-1492.2pp | 73.14%-63.6pp |
| Employer contribution / active EE | $13,889 | $3,662+279.3% | $5,445+155.1% | $2,342+492.9% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $53,011 | $8,286+539.7% | $11,283+369.8% | $4,645+1041.1% |