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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 | $96,236+442.6% | $133,698+290.5% | $80,959+545.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 10.22% | 28.74%-18.5pp | 580.90%-570.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $8,854 | $3,350+164.3% | $4,218+109.9% | $2,757+221.1% |
| Participant deferral / active EE | $17,562 | $5,709+207.6% | $7,016+150.3% | $4,300+308.4% |
| Admin fee / account holder | $132,403 | $8,250+1504.9% | $6,703+1875.4% | $6,925+1811.9% |