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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 | $518,555 | $152,619+239.8% | $125,195+314.2% | $152,909+239.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.31% | 54.85%-53.5pp | 43.79%-42.5pp | 345.46%-344.2pp |
| Employer contribution / active EE | $55,749 | $4,947+1026.8% | $3,866+1342.0% | $4,764+1070.3% |
| Participant deferral / active EE | $33,167 | $5,869+465.1% | $4,937+571.7% | $5,851+466.8% |
| Admin fee / account holder | $33,116 | $13,437+146.4% | $9,704+241.3% | $11,601+185.5% |