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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 | $716,288 | $146,267+389.7% | $197,124+263.4% | $82,448+768.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 7.76% | 29.61%-21.9pp | 44.34%-36.6pp | 41.64%-33.9pp |
| Employer contribution / active EE | $19,062 | $4,723+303.6% | $6,227+206.1% | $2,551+647.2% |
| Participant deferral / active EE | $24,044 | $7,035+241.8% | $9,135+163.2% | $4,139+480.9% |
| Admin fee / account holder | $15,384 | $14,422+6.7% | $16,298-5.6% | $7,234+112.7% |