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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 | $118,454+666.6% | $98,441+822.5% | $139,427+551.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.30% | 18.94%-13.6pp | 21.16%-15.9pp | 373.27%-368.0pp |
| Employer contribution / active EE | $47,785 | $3,610+1223.8% | $3,048+1467.6% | $4,752+905.7% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,711-100.0% |
| Admin fee / account holder | $42,428 | $14,053+201.9% | $8,960+373.5% | $11,404+272.0% |