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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 | $522,154 | $96,136+443.1% | $135,987+284.0% | $80,925+545.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 10.22% | 28.70%-18.5pp | 580.01%-569.8pp | 35.65%-25.4pp |
| Employer contribution / active EE | $8,854 | $3,350+164.3% | $4,214+110.1% | $2,756+221.2% |
| Participant deferral / active EE | $17,562 | $5,706+207.8% | $7,027+149.9% | $4,299+308.5% |
| Admin fee / account holder | $132,403 | $8,236+1507.6% | $6,716+1871.6% | $6,940+1807.8% |