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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 | $526,674 | $102,422+414.2% | $147,117+258.0% | $80,959+550.5% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 10.17% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $40,222 | $3,717+982.0% | $4,932+715.4% | $2,757+1358.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,300 | $7,953+29.5% | $12,993-20.7% | $6,925+48.7% |