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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 | $531,812 | $91,537+481.0% | $130,045+308.9% | $75,173+607.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.98% | -631.55%+641.5pp | -137.30%+147.3pp | 160.72%-150.7pp |
| Employer contribution / active EE | $7,213 | $2,845+153.6% | $4,321+66.9% | $2,671+170.1% |
| Participant deferral / active EE | $7,189 | $4,343+65.6% | $5,820+23.5% | $4,126+74.2% |
| Admin fee / account holder | $14,662 | $6,780+116.3% | $10,600+38.3% | $5,651+159.5% |