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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 | $254,024 | $108,825+133.4% | $156,181+62.6% | $82,448+208.1% |
| Participation rate | 95.8% | 72.4%+23.5pp | 78.8%+17.0pp | 68.1%+27.8pp |
| Annual return | 12.42% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $20,715 | $2,870+621.8% | $4,294+382.4% | $2,551+712.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $39,042 | $9,341+318.0% | $14,586+167.7% | $7,234+439.7% |