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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 | $545,727 | $102,382+433.0% | $147,005+271.2% | $80,874+574.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.38% | 134.89%-123.5pp | 418.76%-407.4pp | 35.62%-24.2pp |
| Employer contribution / active EE | $27,489 | $3,715+640.0% | $4,934+457.1% | $2,756+897.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $26,531 | $7,942+234.0% | $13,006+104.0% | $6,935+282.6% |