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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 | $786,174 | $111,814+603.1% | $103,378+660.5% | $145,978+438.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.44% | 24.80%-16.4pp | 24.91%-16.5pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,329 | $4,215-44.7% | $3,870-39.8% | $4,662-50.0% |
| Participant deferral / active EE | $8,333 | $5,618+48.3% | $5,058+64.8% | $6,690+24.6% |
| Admin fee / account holder | $590,716 | $9,764+5950.0% | $8,401+6931.6% | $13,400+4308.2% |