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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 | $757,857 | $137,414+451.5% | $189,537+299.8% | $85,847+782.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 5.71% | 38.14%-32.4pp | 555.34%-549.6pp | 318.61%-312.9pp |
| Employer contribution / active EE | $15,981 | $4,344+267.9% | $6,161+159.4% | $2,565+523.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $37,495 | $8,630+334.5% | $12,048+211.2% | $6,261+498.9% |