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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 | $391,756 | $63,703+515.0% | $93,063+321.0% | $82,448+375.2% |
| Participation rate | 92.3% | 63.8%+28.5pp | 72.1%+20.2pp | 68.1%+24.2pp |
| Annual return | 12.76% | -775.43%+788.2pp | 34.15%-21.4pp | 41.64%-28.9pp |
| Employer contribution / active EE | $5,769 | $1,729+233.8% | $2,476+133.0% | $2,551+126.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $28,151 | $5,982+370.6% | $6,033+366.6% | $7,234+289.1% |