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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 | $452,825 | $105,284+330.1% | $150,734+200.4% | $94,015+381.7% |
| Participation rate | 94.4% | 71.7%+22.7pp | 78.4%+16.0pp | 70.8%+23.6pp |
| Annual return | 8.81% | 15.67%-6.9pp | 600.81%-592.0pp | 17.84%-9.0pp |
| Employer contribution / active EE | $17,177 | $3,599+377.3% | $4,918+249.3% | $2,790+515.6% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $57,713 | $9,839+486.6% | $14,905+287.2% | $8,951+544.7% |