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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 | $282,059+149.5% | $213,469+229.7% | $154,746+354.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 4.78% | 20.90%-16.1pp | 20.58%-15.8pp | 172.34%-167.6pp |
| Employer contribution / active EE | $45,697 | $6,189+638.4% | $4,994+815.1% | $4,379+943.5% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,728 | $37,435-58.0% | $27,141-42.1% | $14,365+9.5% |