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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 | $781,752 | $157,304+397.0% | $141,197+453.7% | $152,909+411.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.36% | 64.34%-57.0pp | 71.41%-64.0pp | 345.46%-338.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $40,399 | $7,111+468.1% | $6,710+502.1% | $5,851+590.4% |
| Admin fee / account holder | $4,417 | $12,126-63.6% | $10,265-57.0% | $11,601-61.9% |