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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 | $484,765 | $58,311+731.3% | $81,882+492.0% | $80,959+498.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.78% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $27,600 | $2,347+1076.2% | $2,916+846.5% | $2,757+901.0% |
| Participant deferral / active EE | $8,951 | $3,287+172.3% | $4,323+107.1% | $4,300+108.2% |
| Admin fee / account holder | $43,196 | $4,752+809.0% | $7,360+486.9% | $6,925+523.7% |