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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 | $669,246 | $93,617+614.9% | $135,982+392.2% | $75,177+790.2% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.9%+4.2pp | 67.2%+18.9pp |
| Annual return | 13.70% | 30.89%-17.2pp | 68.32%-54.6pp | 160.75%-147.1pp |
| Employer contribution / active EE | $34,216 | $3,538+867.0% | $4,859+604.2% | $2,671+1181.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $26,268 | $6,980+276.4% | $10,767+144.0% | $5,651+364.8% |