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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 | $585,267 | $115,225+407.9% | $100,712+481.1% | $138,895+321.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 4.40% | 40.35%-36.0pp | 33.27%-28.9pp | 145.39%-141.0pp |
| Employer contribution / active EE | $28,095 | $2,771+913.9% | $2,313+1114.8% | $4,194+569.9% |
| Participant deferral / active EE | $15,815 | $4,699+236.6% | $4,085+287.1% | $6,396+147.3% |
| Admin fee / account holder | $250,027 | $10,844+2205.7% | $9,256+2601.2% | $12,562+1890.3% |