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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 | $689,996 | $83,485+726.5% | $125,192+451.2% | $72,975+845.5% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.5%+28.2pp |
| Annual return | 10.55% | 25.77%-15.2pp | 43.79%-33.2pp | 81.01%-70.5pp |
| Employer contribution / active EE | $16,126 | $2,346+587.5% | $3,866+317.1% | $2,440+560.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $32,358 | $5,518+486.4% | $9,704+233.5% | $5,124+531.5% |