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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 | $725,624 | $211,105+243.7% | $178,449+306.6% | $145,978+397.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.05% | 30.19%-23.1pp | 27.09%-20.0pp | 550.52%-543.5pp |
| Employer contribution / active EE | $23,747 | $4,569+419.8% | $3,951+501.1% | $4,662+409.4% |
| Participant deferral / active EE | $12,727 | $6,959+82.9% | $6,277+102.8% | $6,690+90.2% |
| Admin fee / account holder | $7,857 | $12,017-34.6% | $10,362-24.2% | $13,400-41.4% |