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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 | $831,220 | $105,160+690.4% | $94,679+777.9% | $139,456+496.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.56% | 38.04%-26.5pp | 156.75%-145.2pp | 373.45%-361.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $25,673 | $7,599+237.9% | $7,417+246.1% | $6,711+282.5% |
| Admin fee / account holder | $8,709 | $8,988-3.1% | $7,233+20.4% | $11,407-23.6% |