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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 | $601,343 | $129,737+363.5% | $119,126+404.8% | $154,746+288.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.85% | 379.08%-374.2pp | 282.11%-277.3pp | 172.34%-167.5pp |
| Employer contribution / active EE | $15,160 | $4,375+246.5% | $4,034+275.8% | $4,379+246.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $92,333 | $11,961+672.0% | $10,693+763.5% | $14,365+542.8% |