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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 | $81,233+836.7% | $155,567+389.1% | $80,874+840.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.21% | 33.33%-27.1pp | 64.74%-58.5pp | 35.62%-29.4pp |
| Employer contribution / active EE | $41,745 | $3,101+1246.3% | $4,674+793.1% | $2,756+1414.9% |
| Participant deferral / active EE | $24,326 | $3,452+604.7% | $5,628+332.3% | $4,297+466.1% |
| Admin fee / account holder | $435,208 | $7,998+5341.7% | $15,916+2634.3% | $6,935+6175.3% |