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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 | $537,473 | $124,980+330.0% | $108,359+396.0% | $154,746+247.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.36% | 45.00%-38.6pp | 36.89%-30.5pp | 172.34%-166.0pp |
| Employer contribution / active EE | $30,000 | $2,851+952.4% | $2,399+1150.3% | $4,379+585.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $272,194 | $11,502+2266.5% | $9,741+2694.4% | $14,365+1794.8% |