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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 | $528,458 | $80,992+552.5% | $96,534+447.4% | $75,173+603.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 8.75% | 27.05%-18.3pp | 25.88%-17.1pp | 160.72%-152.0pp |
| Employer contribution / active EE | $16,000 | $2,283+601.0% | $2,965+439.6% | $2,671+499.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,834 | $6,717+254.8% | $8,253+188.8% | $5,651+321.8% |