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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 | $598,636 | $155,555+284.8% | $146,866+307.6% | $155,188+285.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.25% | 115.41%-108.2pp | 102.85%-95.6pp | 148.84%-141.6pp |
| Employer contribution / active EE | $9,722 | $4,647+109.2% | $4,425+119.7% | $4,248+128.9% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $129,820 | $14,755+779.8% | $13,620+853.2% | $14,480+796.6% |