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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 | $685,872 | $107,944+535.4% | $91,994+645.6% | $152,885+348.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 7.79% | 89.26%-81.5pp | 69.03%-61.2pp | 345.39%-337.6pp |
| Employer contribution / active EE | $29,467 | $4,210+599.9% | $3,452+753.6% | $4,763+518.6% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,545 | $10,521+28.7% | $7,743+74.9% | $11,598+16.8% |