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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 | $693,857 | $138,393+401.4% | $184,256+276.6% | $80,959+757.0% |
| Participation rate | 98.1% | 83.9%+14.2pp | 86.8%+11.3pp | 67.7%+30.4pp |
| Annual return | 9.67% | 20.01%-10.3pp | 28.85%-19.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $34,833 | $4,847+618.6% | $6,427+442.0% | $2,757+1163.4% |
| Participant deferral / active EE | $14,572 | $7,076+105.9% | $9,133+59.5% | $4,300+238.9% |
| Admin fee / account holder | $5,891 | $10,489-43.8% | $13,899-57.6% | $6,925-14.9% |