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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 | $556,447 | $102,422+443.3% | $147,117+278.2% | $80,959+587.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.57% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $13,287 | $3,717+257.4% | $4,932+169.4% | $2,757+381.9% |
| Participant deferral / active EE | $14,672 | $6,652+120.6% | $8,065+81.9% | $4,300+241.2% |
| Admin fee / account holder | $12,186 | $7,953+53.2% | $12,993-6.2% | $6,925+76.0% |