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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 | $583,170 | $94,031+520.2% | $115,768+403.7% | $82,448+607.3% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.4%+23.8pp | 68.1%+30.1pp |
| Annual return | 9.75% | 20.61%-10.9pp | 100.46%-90.7pp | 41.64%-31.9pp |
| Employer contribution / active EE | $11,040 | $2,323+375.2% | $2,940+275.5% | $2,551+332.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,670 | $10,249+52.9% | $12,439+26.0% | $7,234+116.6% |