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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 | $703,798 | $239,571+193.8% | $183,328+283.9% | $137,256+412.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 4.78% | 35.69%-30.9pp | 29.67%-24.9pp | 220.34%-215.6pp |
| Employer contribution / active EE | $45,697 | $6,148+643.3% | $5,055+804.0% | $4,156+999.5% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,728 | $30,059-47.7% | $21,427-26.6% | $12,270+28.2% |