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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 | $546,706 | $78,520+596.3% | $96,576+466.1% | $82,448+563.1% |
| Participation rate | 97.9% | 77.7%+20.1pp | 81.4%+16.4pp | 68.1%+29.8pp |
| Annual return | 10.19% | 41.30%-31.1pp | 38.47%-28.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $12,650 | $2,630+381.1% | $3,553+256.0% | $2,551+395.9% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $24,271 | $13,455+80.4% | $11,381+113.3% | $7,234+235.5% |