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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 | $687,033 | $114,712+498.9% | $173,730+295.5% | $87,485+685.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 10.33% | 20.18%-9.9pp | 19.96%-9.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $21,488 | $2,904+639.9% | $4,577+369.4% | $2,596+727.7% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $29,426 | $10,210+188.2% | $17,523+67.9% | $7,775+278.5% |