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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 | $58,258+732.1% | $81,820+492.5% | $80,925+499.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.78% | 41.76%-31.0pp | 777.93%-767.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $27,600 | $2,345+1076.8% | $2,915+846.8% | $2,756+901.4% |
| Participant deferral / active EE | $8,951 | $3,284+172.6% | $4,323+107.1% | $4,299+108.2% |
| Admin fee / account holder | $43,196 | $4,976+768.0% | $7,391+484.5% | $6,940+522.4% |