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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 | $531,800 | $77,814+583.4% | $158,223+236.1% | $86,983+511.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 8.58% | 30.54%-22.0pp | 52.09%-43.5pp | 25.83%-17.3pp |
| Employer contribution / active EE | $19,500 | $2,592+652.3% | $4,109+374.6% | $2,584+654.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,806 | $5,879-69.3% | $16,047-88.7% | $7,856-77.0% |