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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 | $506,607 | $63,809+693.9% | $81,353+522.7% | $80,935+525.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 9.15% | 16.37%-7.2pp | 24.82%-15.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $4,231 | $1,981+113.6% | $2,464+71.7% | $2,757+53.5% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,065 | $5,686-63.7% | $5,766-64.2% | $6,924-70.2% |