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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 | $493,461 | $48,570+916.0% | $130,660+277.7% | $72,975+576.2% |
| Participation rate | 95.8% | 58.6%+37.2pp | 71.7%+24.0pp | 69.5%+26.3pp |
| Annual return | 3.00% | 38.63%-35.6pp | 1709.29%-1706.3pp | 81.01%-78.0pp |
| Employer contribution / active EE | $35,129 | $1,334+2533.2% | $4,092+758.4% | $2,440+1339.7% |
| Participant deferral / active EE | $7,501 | $2,384+214.7% | $3,603+108.2% | $3,608+107.9% |
| Admin fee / account holder | $1,024 | $3,549-71.1% | $5,463-81.2% | $5,124-80.0% |