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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 | $656,019 | $101,063+549.1% | $81,473+705.2% | $147,586+344.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.92% | 32.41%-24.5pp | 38.78%-30.9pp | 578.59%-570.7pp |
| Employer contribution / active EE | $22,678 | $3,206+607.5% | $2,568+783.1% | $4,876+365.1% |
| Participant deferral / active EE | $9,888 | $4,242+133.1% | $3,537+179.6% | $5,439+81.8% |
| Admin fee / account holder | $593 | $5,812-89.8% | $4,561-87.0% | $10,886-94.6% |