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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 | $613,099 | $106,524+475.5% | $152,301+302.6% | $87,485+600.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 7.63% | 26.89%-19.3pp | 80.50%-72.9pp | 26.06%-18.4pp |
| Employer contribution / active EE | $5,239 | $3,371+55.4% | $4,624+13.3% | $2,596+101.8% |
| Participant deferral / active EE | $9,769 | $6,525+49.7% | $8,004+22.1% | $4,274+128.6% |
| Admin fee / account holder | $7,165 | $8,287-13.5% | $14,398-50.2% | $7,775-7.8% |