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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 | $689,199 | $106,749+545.6% | $145,433+373.9% | $82,448+735.9% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 9.97% | 27.59%-17.6pp | 66.58%-56.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $9,654 | $3,444+180.3% | $4,554+112.0% | $2,551+278.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,159 | $8,390+44.9% | $13,129-7.4% | $7,234+68.1% |