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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 | $760,933 | $81,276+836.2% | $155,574+389.1% | $80,925+840.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.21% | 33.36%-27.2pp | 64.87%-58.7pp | 35.65%-29.4pp |
| Employer contribution / active EE | $41,745 | $3,103+1245.3% | $4,676+792.8% | $2,756+1414.5% |
| Participant deferral / active EE | $24,326 | $3,453+604.5% | $5,629+332.1% | $4,299+465.9% |
| Admin fee / account holder | $435,208 | $7,993+5344.6% | $15,914+2634.7% | $6,940+6170.9% |