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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 | $681,544 | $125,797+441.8% | $170,028+300.8% | $75,181+806.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.04% | 27.20%-16.2pp | 53.39%-42.3pp | 160.69%-149.6pp |
| Employer contribution / active EE | $31,454 | $4,616+581.4% | $6,788+363.4% | $2,671+1077.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $94,804 | $8,177+1059.5% | $12,820+639.5% | $5,650+1578.0% |