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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 | $717,837 | $106,749+572.5% | $145,433+393.6% | $82,448+770.7% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 13.05% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $16,184 | $3,444+369.8% | $4,554+255.3% | $2,551+534.4% |
| Participant deferral / active EE | $22,527 | $6,519+245.6% | $7,897+185.2% | $4,139+444.2% |
| Admin fee / account holder | $8,547 | $8,390+1.9% | $13,129-34.9% | $7,234+18.1% |