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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 | $78,197+599.1% | $98,090+457.3% | $82,637+561.6% |
| Participation rate | 97.9% | 77.5%+20.4pp | 81.5%+16.3pp | 68.1%+29.8pp |
| Annual return | 10.19% | 40.25%-30.1pp | 37.05%-26.9pp | 53.51%-43.3pp |
| Employer contribution / active EE | $12,650 | $2,605+385.7% | $3,606+250.8% | $2,552+395.7% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,845-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,271 | $14,832+63.6% | $11,815+105.4% | $7,339+230.7% |