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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 | $739,222 | $107,733+586.2% | $92,985+695.0% | $154,746+377.7% |
| Participation rate | 83.3% | 74.6%+8.8pp | 69.5%+13.8pp | 80.7%+2.6pp |
| Annual return | 5.87% | 30.39%-24.5pp | 27.99%-22.1pp | 172.34%-166.5pp |
| Employer contribution / active EE | $25,000 | $3,126+699.6% | $2,662+839.1% | $4,379+470.9% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,723 | $11,369-23.3% | $9,463-7.8% | $14,365-39.3% |