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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 | $106,524+577.1% | $152,301+373.6% | $87,485+724.5% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.4%+15.1pp | 68.9%+28.7pp |
| Annual return | 7.01% | 26.89%-19.9pp | 80.50%-73.5pp | 26.06%-19.0pp |
| Employer contribution / active EE | $34,939 | $3,371+936.4% | $4,624+655.5% | $2,596+1245.8% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $38,888 | $8,287+369.3% | $14,398+170.1% | $7,775+400.2% |