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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 | $106,524+573.9% | $152,301+371.3% | $87,485+720.5% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.4%+14.7pp | 68.9%+28.2pp |
| Annual return | 13.05% | 26.89%-13.8pp | 80.50%-67.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $16,184 | $3,371+380.0% | $4,624+250.0% | $2,596+523.4% |
| Participant deferral / active EE | $22,527 | $6,525+245.2% | $8,004+181.5% | $4,274+427.1% |
| Admin fee / account holder | $8,547 | $8,287+3.1% | $14,398-40.6% | $7,775+9.9% |