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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 | $561,765 | $106,749+426.2% | $145,433+286.3% | $82,448+581.4% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 12.56% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $31,109 | $3,444+803.2% | $4,554+583.0% | $2,551+1119.5% |
| Participant deferral / active EE | $12,270 | $6,519+88.2% | $7,897+55.4% | $4,139+196.4% |
| Admin fee / account holder | $220,794 | $8,390+2531.7% | $13,129+1581.7% | $7,234+2952.0% |