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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 | $677,872 | $83,485+712.0% | $125,195+441.5% | $72,976+828.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 7.64% | 25.77%-18.1pp | 43.79%-36.2pp | 81.02%-73.4pp |
| Employer contribution / active EE | $3,659 | $2,346+56.0% | $3,866-5.4% | $2,440+49.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $44,768 | $5,518+711.3% | $9,704+361.3% | $5,124+773.7% |