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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 | $852,073 | $166,268+412.5% | $165,100+416.1% | $145,897+484.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.56% | 100.52%-100.0pp | 70.21%-69.7pp | 552.29%-551.7pp |
| Employer contribution / active EE | $13,326 | $5,284+152.2% | $4,348+206.5% | $4,663+185.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $73,300 | $16,659+340.0% | $12,696+477.4% | $13,390+447.4% |