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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 | $592,401 | $123,478+379.8% | $216,567+173.5% | $94,015+530.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 7.66% | 23.61%-15.9pp | 12.94%-5.3pp | 17.84%-10.2pp |
| Employer contribution / active EE | $38,427 | $3,136+1125.5% | $5,216+636.7% | $2,790+1277.3% |
| Participant deferral / active EE | $4,416 | $4,556-3.1% | $6,191-28.7% | $4,249+3.9% |
| Admin fee / account holder | $17,853 | $12,753+40.0% | $21,981-18.8% | $8,951+99.4% |