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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 | $1,114,539 | $101,063+1002.8% | $81,473+1268.0% | $147,586+655.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 7.80% | 32.41%-24.6pp | 38.78%-31.0pp | 578.59%-570.8pp |
| Employer contribution / active EE | $4,500 | $3,206+40.4% | $2,568+75.2% | $4,876-7.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $58,147 | $5,812+900.4% | $4,561+1174.8% | $10,886+434.2% |