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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 | $118,488+666.4% | $98,462+822.3% | $139,487+551.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.30% | 18.96%-13.7pp | 21.17%-15.9pp | 373.84%-368.5pp |
| Employer contribution / active EE | $47,785 | $3,611+1223.5% | $3,049+1467.4% | $4,755+905.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $42,428 | $13,868+205.9% | $8,875+378.1% | $11,407+271.9% |