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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 | $829,728 | $211,288+292.7% | $178,540+364.7% | $145,884+468.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 30.27%-23.1pp | 27.15%-20.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $46,000 | $4,574+905.7% | $3,953+1063.7% | $4,662+886.6% |
| Participant deferral / active EE | $30,500 | $6,967+337.8% | $6,281+385.6% | $6,690+355.9% |
| Admin fee / account holder | $6,002 | $12,105-50.4% | $10,424-42.4% | $13,392-55.2% |