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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 | $836,416 | $91,198+817.1% | $178,503+368.6% | $79,856+947.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.92% | 24.20%-16.3pp | 151.12%-143.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $12,013 | $3,257+268.9% | $5,011+139.7% | $2,471+386.1% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $22,633 | $6,748+235.4% | $13,987+61.8% | $5,306+326.5% |