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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 | $757,947 | $111,814+577.9% | $103,378+633.2% | $145,978+419.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.20% | 24.80%-18.6pp | 24.91%-18.7pp | 550.52%-544.3pp |
| Employer contribution / active EE | $60,000 | $4,215+1323.5% | $3,870+1450.3% | $4,662+1187.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,098 | $9,764-68.3% | $8,401-63.1% | $13,400-76.9% |