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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 | $530,651 | $98,776+437.2% | $149,745+254.4% | $79,856+564.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.33% | 27.38%-17.0pp | 276.72%-266.4pp | 31.71%-21.4pp |
| Employer contribution / active EE | $7,743 | $3,217+140.7% | $4,646+66.7% | $2,471+213.3% |
| Participant deferral / active EE | $13,471 | $5,681+137.1% | $6,843+96.9% | $3,741+260.1% |
| Admin fee / account holder | $8,215 | $6,053+35.7% | $9,312-11.8% | $5,306+54.8% |