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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 | $281,941 | $76,551+268.3% | $123,894+127.6% | $62,881+348.4% |
| Participation rate | 88.3% | 73.0%+15.4pp | 81.4%+6.9pp | 69.3%+19.0pp |
| Annual return | 5.33% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,598 | $4,840+98.3% | $5,984+60.4% | $3,203+199.7% |
| Admin fee / account holder | $18,762 | $4,826+288.8% | $8,357+124.5% | $4,296+336.7% |