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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 | $1,128,279 | $124,980+802.8% | $108,359+941.2% | $154,746+629.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.11% | 45.00%-38.9pp | 36.89%-30.8pp | 172.34%-166.2pp |
| Employer contribution / active EE | $17,500 | $2,851+513.9% | $2,399+629.3% | $4,379+299.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $46,033 | $11,502+300.2% | $9,741+372.6% | $14,365+220.4% |