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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 | $805,276 | $117,895+583.0% | $102,460+685.9% | $145,897+451.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.98% | 31.92%-27.9pp | 29.47%-25.5pp | 552.29%-548.3pp |
| Employer contribution / active EE | $46,000 | $3,619+1171.1% | $3,025+1420.6% | $4,663+886.6% |
| Participant deferral / active EE | $28,000 | $5,736+388.1% | $5,056+453.8% | $6,689+318.6% |
| Admin fee / account holder | $6,739 | $13,353-49.5% | $9,460-28.8% | $13,390-49.7% |