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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 | $106,864+544.9% | $147,318+367.8% | $82,637+734.0% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 9.97% | 27.49%-17.5pp | 70.43%-60.5pp | 53.51%-43.5pp |
| Employer contribution / active EE | $9,654 | $3,417+182.6% | $4,593+110.2% | $2,552+278.3% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,159 | $8,415+44.5% | $13,708-11.3% | $7,339+65.7% |