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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 | $547,372 | $107,941+407.1% | $91,994+495.0% | $152,897+258.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 6.88% | 89.28%-82.4pp | 69.04%-62.2pp | 345.43%-338.5pp |
| Employer contribution / active EE | $22,263 | $4,212+428.6% | $3,453+544.8% | $4,764+367.4% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $45,711 | $10,521+334.5% | $7,744+490.3% | $11,599+294.1% |