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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 | $427,916 | $93,617+357.1% | $135,982+214.7% | $75,177+469.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.25% | 30.89%-20.6pp | 68.32%-58.1pp | 160.75%-150.5pp |
| Employer contribution / active EE | $32,895 | $3,538+829.7% | $4,859+577.0% | $2,671+1131.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $27,723 | $6,980+297.2% | $10,767+157.5% | $5,651+390.6% |