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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 | $545,360 | $99,875+446.0% | $146,866+271.3% | $86,983+527.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.09% | 28.10%-16.0pp | 102.85%-90.8pp | 25.83%-13.7pp |
| Employer contribution / active EE | $5,521 | $3,224+71.2% | $4,425+24.8% | $2,584+113.6% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $60,225 | $7,838+668.4% | $13,620+342.2% | $7,856+666.6% |