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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 | $497,175 | $97,550+409.7% | $120,344+313.1% | $87,485+468.3% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.7%+15.2pp | 68.9%+23.0pp |
| Annual return | 10.74% | 18.41%-7.7pp | 20.30%-9.6pp | 26.06%-15.3pp |
| Employer contribution / active EE | $8,108 | $2,291+253.9% | $3,020+168.5% | $2,596+212.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $111,316 | $9,543+1066.5% | $12,742+773.6% | $7,775+1331.8% |