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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 | $524,575 | $149,679+250.5% | $117,039+348.2% | $147,586+255.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 2.57% | 19.31%-16.7pp | 18.95%-16.4pp | 578.59%-576.0pp |
| Employer contribution / active EE | $12,333 | $4,937+149.8% | $3,785+225.9% | $4,876+152.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $35,373 | $7,856+350.2% | $5,974+492.1% | $10,886+224.9% |