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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 | $474,789 | $99,652+376.4% | $78,778+502.7% | $147,586+221.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 6.97% | 47.28%-40.3pp | 35.62%-28.7pp | 578.59%-571.6pp |
| Employer contribution / active EE | $1,080 | $2,796-61.4% | $1,986-45.6% | $4,876-77.9% |
| Participant deferral / active EE | $8,000 | $3,664+118.4% | $2,958+170.4% | $5,439+47.1% |
| Admin fee / account holder | $84,576 | $7,155+1082.0% | $5,134+1547.4% | $10,886+676.9% |