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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 | $102,382+600.3% | $147,005+387.7% | $80,874+786.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 8.76% | 134.89%-126.1pp | 418.76%-410.0pp | 35.62%-26.9pp |
| Employer contribution / active EE | $15,910 | $3,715+328.3% | $4,934+222.4% | $2,756+477.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,024 | $7,942+164.7% | $13,006+61.6% | $6,935+203.1% |