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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 | $822,024 | $139,948+487.4% | $121,663+575.7% | $154,746+431.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 5.74% | 230.52%-224.8pp | 147.54%-141.8pp | 172.34%-166.6pp |
| Employer contribution / active EE | $6,000 | $3,521+70.4% | $3,020+98.7% | $4,379+37.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,041 | $17,321-30.5% | $14,289-15.7% | $14,365-16.2% |