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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 | $562,250 | $89,367+529.1% | $141,191+298.2% | $72,975+670.5% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 17.85% | 111.87%-94.0pp | 71.41%-53.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $13,538 | $3,115+334.6% | $4,736+185.8% | $2,440+454.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,662 | $5,957+162.9% | $10,264+52.6% | $5,124+205.7% |