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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 | $783,039 | $135,956+476.0% | $123,894+532.0% | $273,972+185.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.69% | 56.63%-52.9pp | 47.52%-43.8pp | 41.46%-37.8pp |
| Employer contribution / active EE | $15,025 | $5,170+190.6% | $4,617+225.4% | $4,869+208.6% |
| Participant deferral / active EE | $12,020 | $6,343+89.5% | $5,984+100.9% | $5,287+127.3% |
| Admin fee / account holder | $1,250 | $9,817-87.3% | $8,357-85.0% | $10,133-87.7% |