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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 | $711,742 | $100,194+610.4% | $122,979+478.8% | $86,983+718.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 8.10% | 16.47%-8.4pp | 20.12%-12.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $58,824 | $2,326+2429.4% | $3,062+1820.9% | $2,584+2176.1% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $19,545 | $10,148+92.6% | $12,864+51.9% | $7,856+148.8% |