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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 | $792,076 | $162,529+387.3% | $130,788+505.6% | $154,746+411.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 1.74% | 510.48%-508.7pp | 386.44%-384.7pp | 172.34%-170.6pp |
| Employer contribution / active EE | $16,469 | $4,447+270.3% | $3,558+362.9% | $4,379+276.1% |
| Participant deferral / active EE | $4,952 | $4,808+3.0% | $4,137+19.7% | $6,730-26.4% |
| Admin fee / account holder | $21,104 | $7,669+175.2% | $6,673+216.3% | $14,365+46.9% |