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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 | $979,054 | $117,444+733.6% | $99,479+884.2% | $152,909+540.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 4.34% | 31.87%-27.5pp | 30.72%-26.4pp | 345.46%-341.1pp |
| Employer contribution / active EE | $20,379 | $3,014+576.2% | $2,540+702.2% | $4,764+327.8% |
| Participant deferral / active EE | $9,667 | $4,086+136.6% | $3,619+167.1% | $5,851+65.2% |
| Admin fee / account holder | $39,167 | $7,635+413.0% | $6,253+526.4% | $11,601+237.6% |