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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 | $112,729+376.8% | $98,716+444.5% | $137,256+291.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 6.36% | 38.48%-32.1pp | 31.81%-25.4pp | 220.34%-214.0pp |
| Employer contribution / active EE | $30,000 | $2,725+1000.8% | $2,279+1216.6% | $4,156+621.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $272,194 | $10,129+2587.4% | $8,703+3027.7% | $12,270+2118.3% |