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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 | $908,367 | $165,912+447.5% | $122,342+642.5% | $147,585+515.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.13% | 34.55%-34.4pp | 30.28%-30.1pp | 578.57%-578.4pp |
| Employer contribution / active EE | $49,462 | $5,754+759.6% | $4,051+1121.0% | $4,876+914.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,500 | $7,424+162.7% | $5,478+255.9% | $10,885+79.1% |