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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 | $716,998 | $102,422+600.0% | $147,117+387.4% | $80,959+785.6% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 8.76% | 135.16%-126.4pp | 420.54%-411.8pp | 35.67%-26.9pp |
| Employer contribution / active EE | $15,910 | $3,717+328.0% | $4,932+222.6% | $2,757+477.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,024 | $7,953+164.3% | $12,993+61.8% | $6,925+203.6% |