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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 | $106,749+476.8% | $145,433+323.4% | $82,448+646.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -1.62% | 27.59%-29.2pp | 66.58%-68.2pp | 41.64%-43.3pp |
| Employer contribution / active EE | $7,682 | $3,444+123.0% | $4,554+68.7% | $2,551+201.1% |
| Participant deferral / active EE | $14,552 | $6,519+123.2% | $7,897+84.3% | $4,139+251.6% |
| Admin fee / account holder | $33,250 | $8,390+296.3% | $13,129+153.3% | $7,234+359.6% |