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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 | $696,886 | $109,359+537.2% | $162,185+329.7% | $72,976+855.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 6.77% | 25.46%-18.7pp | 115.61%-108.8pp | 81.02%-74.2pp |
| Employer contribution / active EE | $21,327 | $3,907+445.8% | $5,613+279.9% | $2,440+774.1% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,305 | $7,972+117.1% | $10,844+59.6% | $5,124+237.7% |