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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 | $908,103 | $118,467+666.5% | $98,450+822.4% | $139,456+551.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.30% | 18.95%-13.7pp | 21.16%-15.9pp | 373.45%-368.2pp |
| Employer contribution / active EE | $47,785 | $3,611+1223.4% | $3,049+1467.3% | $4,753+905.4% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,739-100.0% | $6,711-100.0% |
| Admin fee / account holder | $42,428 | $14,057+201.8% | $8,961+373.4% | $11,407+271.9% |