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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 | $624,601 | $150,346+315.4% | $120,524+418.2% | $145,877+328.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.36% | 154.40%-148.0pp | 107.36%-101.0pp | 551.28%-544.9pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,000 | $6,172+143.0% | $4,994+200.4% | $6,691+124.2% |
| Admin fee / account holder | $195,473 | $12,215+1500.2% | $9,440+1970.7% | $13,402+1358.5% |