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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 | $1,235,956 | $110,517+1018.3% | - | $145,959+746.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | - | 80.3%+19.7pp |
| Annual return | 6.61% | 17.64%-11.0pp | - | 561.95%-555.3pp |
| Employer contribution / active EE | $66,000 | $5,676+1062.9% | - | $4,661+1316.1% |
| Participant deferral / active EE | $0 | $5,565-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $11,559 | $6,295+83.6% | - | $13,398-13.7% |