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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 | $794,283 | $100,970+686.7% | $96,576+722.4% | $137,256+478.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.36% | 38.16%-25.8pp | 38.47%-26.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $20,000 | $3,809+425.0% | $3,553+462.9% | $4,156+381.2% |
| Participant deferral / active EE | $31,000 | $8,286+274.1% | $7,956+289.6% | $6,407+383.9% |
| Admin fee / account holder | $7,004 | $11,312-38.1% | $11,381-38.5% | $12,270-42.9% |