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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 | $759,730 | $98,240+673.3% | $82,312+823.0% | $147,586+414.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.76% | 30.85%-23.1pp | 25.88%-18.1pp | 578.59%-570.8pp |
| Employer contribution / active EE | $23,500 | $3,192+636.3% | $2,428+867.7% | $4,876+381.9% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,682 | $8,563+36.4% | $5,608+108.3% | $10,886+7.3% |