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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 | $115,931+492.6% | $185,441+270.5% | $86,983+689.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 10.33% | 21.47%-11.1pp | 20.16%-9.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $21,488 | $2,937+631.7% | $4,672+359.9% | $2,584+731.4% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $29,426 | $10,687+175.3% | $17,890+64.5% | $7,856+274.6% |