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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 | $78,690+459.4% | $161,489+172.6% | $87,485+403.2% |
| Participation rate | 95.7% | 67.5%+28.2pp | 78.7%+17.0pp | 68.9%+26.7pp |
| Annual return | 12.11% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $50,519 | $2,588+1851.9% | $4,268+1083.6% | $2,596+1845.9% |
| Participant deferral / active EE | $2,294 | $3,311-30.7% | $5,630-59.3% | $4,274-46.3% |
| Admin fee / account holder | $37,345 | $6,724+455.4% | $16,006+133.3% | $7,775+380.3% |