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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 | $391,225 | $45,123+767.0% | $85,240+359.0% | $74,478+425.3% |
| Participation rate | 99.0% | 49.4%+49.7pp | 67.5%+31.5pp | 67.2%+31.8pp |
| Annual return | 6.87% | 26.32%-19.5pp | 66.75%-59.9pp | 1370.56%-1363.7pp |
| Employer contribution / active EE | $22,136 | $1,459+1417.5% | $2,735+709.3% | $2,626+742.9% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $11,722 | $2,215+429.3% | $6,165+90.2% | $1,946+502.4% |