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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 | $426,830 | $73,978+477.0% | $96,515+342.2% | $75,173+467.8% |
| Participation rate | 87.5% | 66.4%+21.1pp | 74.3%+13.2pp | 67.2%+20.3pp |
| Annual return | 10.08% | 26.72%-16.6pp | 35.73%-25.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $10,390 | $2,931+254.5% | $3,740+177.8% | $2,671+289.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,146 | $5,219-1.4% | $6,735-23.6% | $5,651-8.9% |