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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 | $773,740 | $89,364+765.8% | $141,177+448.1% | $72,983+960.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.88% | 111.86%-95.0pp | 71.40%-54.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $35,985 | $3,115+1055.3% | $4,736+659.9% | $2,440+1374.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $63,605 | $5,959+967.4% | $10,263+519.7% | $5,124+1141.3% |