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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 | $784,903 | $106,749+635.3% | $145,433+439.7% | $82,448+852.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.65% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $23,684 | $3,444+587.6% | $4,554+420.0% | $2,551+828.4% |
| Participant deferral / active EE | $12,025 | $6,519+84.5% | $7,897+52.3% | $4,139+190.5% |
| Admin fee / account holder | $1,622 | $8,390-80.7% | $13,129-87.6% | $7,234-77.6% |