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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 | $583,244 | $162,821+258.2% | $133,978+335.3% | $158,982+266.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.21% | 41.95%-39.7pp | 45.10%-42.9pp | 302.99%-300.8pp |
| Employer contribution / active EE | $37,500 | $4,976+653.6% | $3,919+856.9% | $4,763+687.3% |
| Participant deferral / active EE | $26,000 | $5,910+339.9% | $5,047+415.1% | $5,983+334.5% |
| Admin fee / account holder | $1,525 | $11,742-87.0% | $8,930-82.9% | $11,252-86.4% |