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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 | $776,054 | $138,366+460.9% | $184,185+321.3% | $80,911+859.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.95% | 20.02%-10.1pp | 28.81%-18.9pp | 35.63%-25.7pp |
| Employer contribution / active EE | $25,323 | $4,849+422.3% | $6,426+294.1% | $2,756+818.9% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22,611 | $10,484+115.7% | $13,909+62.6% | $6,935+226.1% |