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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 | $148,558+286.9% | $135,925+322.8% | $139,427+312.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.50% | 79.22%-69.7pp | 68.25%-58.8pp | 373.27%-363.8pp |
| Employer contribution / active EE | $28,278 | $5,244+439.3% | $4,857+482.2% | $4,752+495.1% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,906 | $12,401-68.5% | $10,764-63.7% | $11,404-65.7% |