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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 | $344,939 | $146,267+135.8% | $197,124+75.0% | $82,448+318.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 86.7%-16.7pp | 68.1%+1.9pp |
| Annual return | 9.96% | 29.61%-19.6pp | 44.34%-34.4pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,665 | $7,035+37.4% | $9,135+5.8% | $4,139+133.5% |
| Admin fee / account holder | $94,849 | $14,422+557.7% | $16,298+482.0% | $7,234+1211.1% |