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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 | $610,879 | $101,063+504.5% | $81,473+649.8% | $147,586+313.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 2.51% | 32.41%-29.9pp | 38.78%-36.3pp | 578.59%-576.1pp |
| Employer contribution / active EE | $5,000 | $3,206+56.0% | $2,568+94.7% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,793 | $5,812+309.3% | $4,561+421.6% | $10,886+118.6% |