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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 | $750,088 | $86,922+762.9% | $102,438+632.2% | $80,874+827.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.13% | 18.90%-11.8pp | 29.37%-22.2pp | 35.62%-28.5pp |
| Employer contribution / active EE | $23,000 | $2,369+870.7% | $3,024+660.7% | $2,756+734.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $49,806 | $8,050+518.7% | $9,448+427.2% | $6,935+618.2% |