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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 | $504,328 | $93,589+438.9% | $135,942+271.0% | $75,181+570.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.57% | 30.90%-17.3pp | 68.28%-54.7pp | 160.69%-147.1pp |
| Employer contribution / active EE | $22,175 | $3,537+526.9% | $4,858+356.5% | $2,671+730.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,984 | $6,977+86.1% | $10,764+20.6% | $5,650+129.8% |