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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 | $111,814+791.8% | $103,374+864.6% | $145,959+583.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.70% | 24.77%-20.1pp | 24.89%-20.2pp | 561.95%-557.3pp |
| Employer contribution / active EE | $69,000 | $4,214+1537.5% | $3,869+1683.3% | $4,661+1380.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,990 | $9,754-69.3% | $8,394-64.4% | $13,398-77.7% |