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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 | $997,143 | $110,410+803.1% | $102,437+873.4% | $145,897+583.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.70% | 24.85%-20.2pp | 24.95%-20.3pp | 552.29%-547.6pp |
| Employer contribution / active EE | $69,000 | $4,217+1536.2% | $3,871+1682.6% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,990 | $9,745-69.3% | $8,388-64.4% | $13,390-77.7% |