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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 | $574,741 | $148,629+286.7% | $135,982+322.7% | $139,487+312.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.50% | 79.33%-69.8pp | 68.32%-58.8pp | 373.84%-364.3pp |
| Employer contribution / active EE | $28,278 | $5,247+439.0% | $4,859+482.0% | $4,755+494.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,906 | $12,406-68.5% | $10,767-63.7% | $11,407-65.8% |