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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 | $577,238 | $91,559+530.5% | $133,978+330.8% | $79,856+622.8% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 10.12% | 61.85%-51.7pp | 45.10%-35.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $14,386 | $2,384+503.5% | $3,919+267.1% | $2,471+482.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,725 | $6,321-25.2% | $8,930-47.1% | $5,306-11.0% |