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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 | $89,259+620.0% | $107,187+499.6% | $82,637+677.7% |
| Participation rate | 72.2% | 67.9%+4.3pp | 75.0%-2.8pp | 68.1%+4.2pp |
| Annual return | 3.65% | 21.02%-17.4pp | 204.55%-200.9pp | 53.51%-49.9pp |
| Employer contribution / active EE | $39,809 | $3,080+1192.5% | $3,782+952.5% | $2,552+1459.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,115 | $7,381+23.5% | $9,162-0.5% | $7,339+24.2% |