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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 | $805,463 | $112,729+614.5% | $98,716+715.9% | $137,256+486.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.71% | 38.48%-28.8pp | 31.81%-22.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $26,323 | $2,725+865.9% | $2,279+1055.2% | $4,156+533.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20,812 | $10,129+105.5% | $8,703+139.1% | $12,270+69.6% |