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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 | $706,781 | $125,797+461.8% | $170,057+315.6% | $75,177+840.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 5.87% | 27.20%-21.3pp | 53.42%-47.5pp | 160.75%-154.9pp |
| Employer contribution / active EE | $25,188 | $4,616+445.6% | $6,790+270.9% | $2,671+843.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,942 | $8,177+58.3% | $12,826+0.9% | $5,651+129.0% |