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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 | $149,446+130.8% | $256,809+34.3% | $94,015+266.9% |
| Participation rate | 70.0% | 85.3%-15.3pp | 88.5%-18.5pp | 70.8%-0.8pp |
| Annual return | 9.96% | 17.55%-7.6pp | 32.73%-22.8pp | 17.84%-7.9pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,665 | $6,491+48.9% | $9,520+1.5% | $4,249+127.4% |
| Admin fee / account holder | $94,849 | $24,035+294.6% | $25,146+277.2% | $8,951+959.6% |