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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 | $721,317 | $106,749+575.7% | $145,433+396.0% | $82,448+774.9% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.5pp | 68.1%+29.5pp |
| Annual return | 7.01% | 27.59%-20.6pp | 66.58%-59.6pp | 41.64%-34.6pp |
| Employer contribution / active EE | $34,939 | $3,444+914.4% | $4,554+667.1% | $2,551+1269.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $38,888 | $8,390+363.5% | $13,129+196.2% | $7,234+437.5% |