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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 | $573,666 | $232,540+146.7% | $185,117+209.9% | $147,586+288.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 3.93% | 43.03%-39.1pp | 40.50%-36.6pp | 578.59%-574.7pp |
| Employer contribution / active EE | $2,324 | $5,195-55.3% | $4,182-44.4% | $4,876-52.3% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,356 | $10,275+107.8% | $8,159+161.7% | $10,886+96.2% |