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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 | $717,204 | $124,425+476.4% | $112,040+540.1% | $137,256+422.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.73% | 24.72%-15.0pp | 24.52%-14.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $4,341 | $3,411+27.3% | $2,954+47.0% | $4,156+4.5% |
| Participant deferral / active EE | $20,612 | $5,718+260.5% | $5,098+304.3% | $6,407+221.7% |
| Admin fee / account holder | $3,114 | $15,207-79.5% | $12,098-74.3% | $12,270-74.6% |