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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 | $440,217 | $76,407+476.1% | $150,298+192.9% | $82,448+433.9% |
| Participation rate | 95.7% | 66.4%+29.3pp | 77.8%+17.9pp | 68.1%+27.6pp |
| Annual return | 12.11% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $50,519 | $2,614+1832.6% | $4,154+1116.1% | $2,551+1880.4% |
| Participant deferral / active EE | $2,294 | $3,214-28.6% | $5,453-57.9% | $4,139-44.6% |
| Admin fee / account holder | $37,345 | $6,352+487.9% | $14,116+164.6% | $7,234+416.2% |