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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 | $615,774 | $107,421+473.2% | $182,262+237.9% | $94,015+555.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | -1.62% | 21.32%-22.9pp | 140.60%-142.2pp | 17.84%-19.5pp |
| Employer contribution / active EE | $7,682 | $3,448+122.8% | $5,046+52.2% | $2,790+175.3% |
| Participant deferral / active EE | $14,552 | $6,558+121.9% | $8,276+75.8% | $4,249+242.4% |
| Admin fee / account holder | $33,250 | $8,692+282.5% | $16,712+99.0% | $8,951+271.5% |