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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 | $530,307 | $98,766+436.9% | $149,730+254.2% | $79,852+564.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.56% | 27.43%-17.9pp | 276.70%-267.1pp | 31.72%-22.2pp |
| Employer contribution / active EE | $25,462 | $3,217+691.5% | $4,645+448.1% | $2,471+930.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15,795 | $6,052+161.0% | $9,310+69.6% | $5,306+197.7% |