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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 | $642,709 | $93,345+588.5% | $119,126+439.5% | $87,485+634.7% |
| Participation rate | 72.2% | 68.7%+3.5pp | 75.8%-3.5pp | 68.9%+3.3pp |
| Annual return | 3.65% | 19.08%-15.4pp | 282.11%-278.5pp | 26.06%-22.4pp |
| Employer contribution / active EE | $39,809 | $3,172+1155.2% | $4,034+886.9% | $2,596+1433.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,115 | $8,039+13.4% | $10,693-14.8% | $7,775+17.2% |