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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 | $809,971 | $87,834+822.2% | $133,975+504.6% | $62,881+1188.1% |
| Participation rate | 98.8% | 83.4%+15.4pp | 87.1%+11.7pp | 69.3%+29.5pp |
| Annual return | 3.24% | 12.05%-8.8pp | 29.29%-26.1pp | 20.14%-16.9pp |
| Employer contribution / active EE | $5,648 | $3,482+62.2% | $5,211+8.4% | $2,281+147.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $21,688 | $5,372+303.7% | $9,324+132.6% | $4,296+404.9% |