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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 | $546,706 | $71,353+666.2% | $92,805+489.1% | $86,983+528.5% |
| Participation rate | 97.9% | 80.9%+17.0pp | 83.5%+14.4pp | 69.5%+28.3pp |
| Annual return | 10.19% | 44.68%-34.5pp | 31.59%-21.4pp | 25.83%-15.6pp |
| Employer contribution / active EE | $12,650 | $2,468+412.5% | $3,424+269.4% | $2,584+389.5% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $8,448-100.0% | $4,194-100.0% |
| Admin fee / account holder | $24,271 | $6,099+297.9% | $10,911+122.5% | $7,856+208.9% |