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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 | $589,673 | $106,524+453.6% | $152,301+287.2% | $87,485+574.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.16% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $12,614 | $3,371+274.2% | $4,624+172.8% | $2,596+385.9% |
| Participant deferral / active EE | $13,442 | $6,525+106.0% | $8,004+68.0% | $4,274+214.5% |
| Admin fee / account holder | $54,540 | $8,287+558.2% | $14,398+278.8% | $7,775+601.5% |