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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 | $602,182 | $78,707+665.1% | $117,861+410.9% | $70,126+758.7% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 8.62% | 23.30%-14.7pp | 335.11%-326.5pp | 73.15%-64.5pp |
| Employer contribution / active EE | $14,270 | $2,223+541.8% | $3,786+276.9% | $2,343+509.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $27,036 | $5,066+433.7% | $8,021+237.1% | $4,645+482.0% |