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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 | $709,242 | $87,132+714.0% | $105,624+571.5% | $80,959+776.1% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.3%+22.8pp | 67.7%+30.4pp |
| Annual return | 3.93% | 17.03%-13.1pp | 116.20%-112.3pp | 35.67%-31.7pp |
| Employer contribution / active EE | $23,848 | $2,397+895.0% | $3,168+652.9% | $2,757+765.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,827 | $8,449-19.2% | $10,961-37.7% | $6,925-1.4% |