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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 | $600,765 | $116,203+417.0% | $93,621+541.7% | $152,909+292.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 1.03% | 35.96%-34.9pp | 32.76%-31.7pp | 345.46%-344.4pp |
| Employer contribution / active EE | $20,559 | $3,219+538.6% | $2,719+656.2% | $4,764+331.6% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $66,763 | $10,751+521.0% | $7,890+746.2% | $11,601+475.5% |