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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 | $603,914 | $98,240+514.7% | $82,312+633.7% | $147,586+309.2% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 8.01% | 30.85%-22.8pp | 25.88%-17.9pp | 578.59%-570.6pp |
| Employer contribution / active EE | $10,307 | $3,192+222.9% | $2,428+324.4% | $4,876+111.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,663 | $8,563+71.2% | $5,608+161.5% | $10,886+34.7% |