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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 | $828,274 | $153,769+438.6% | $133,975+518.2% | $273,972+202.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.37% | 36.51%-36.1pp | 29.29%-28.9pp | 41.46%-41.1pp |
| Employer contribution / active EE | $11,622 | $6,029+92.8% | $5,211+123.0% | $4,869+138.7% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $1,921 | $11,765-83.7% | $9,324-79.4% | $10,133-81.0% |