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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 | $138,393+460.8% | $184,256+321.2% | $80,959+858.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.95% | 20.01%-10.1pp | 28.85%-18.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $25,323 | $4,847+422.4% | $6,427+294.0% | $2,757+818.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22,611 | $10,489+115.6% | $13,899+62.7% | $6,925+226.5% |