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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 | $568,637 | $93,617+507.4% | $135,982+318.2% | $75,177+656.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.34% | 30.89%-16.6pp | 68.32%-54.0pp | 160.75%-146.4pp |
| Employer contribution / active EE | $18,484 | $3,538+422.4% | $4,859+280.4% | $2,671+592.0% |
| Participant deferral / active EE | $12,219 | $6,406+90.8% | $7,760+57.5% | $4,126+196.1% |
| Admin fee / account holder | $98,562 | $6,980+1312.2% | $10,767+815.4% | $5,651+1644.1% |