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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 | $96,137+443.1% | $136,007+283.9% | $80,874+545.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.22% | 28.70%-18.5pp | 579.32%-569.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $8,854 | $3,350+164.3% | $4,215+110.1% | $2,756+221.3% |
| Participant deferral / active EE | $17,562 | $5,706+207.8% | $7,024+150.0% | $4,297+308.7% |
| Admin fee / account holder | $132,403 | $8,236+1507.6% | $6,858+1830.6% | $6,935+1809.1% |