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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 | $538,139 | $51,638+942.1% | $68,368+687.1% | $82,448+552.7% |
| Participation rate | 73.5% | 63.6%+9.9pp | 73.8%-0.2pp | 68.1%+5.5pp |
| Annual return | 13.05% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $968 | $2,047-52.7% | $2,649-63.5% | $2,551-62.1% |
| Participant deferral / active EE | $5,377 | $2,914+84.6% | $4,123+30.4% | $4,139+29.9% |
| Admin fee / account holder | $39,770 | $4,643+756.5% | $5,150+672.3% | $7,234+449.7% |