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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 | $359,269 | $124,425+188.7% | $112,040+220.7% | $137,256+161.8% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 7.76% | 24.72%-17.0pp | 24.52%-16.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $14,607 | $3,411+328.2% | $2,954+394.5% | $4,156+251.5% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,562 | $15,207-76.6% | $12,098-70.6% | $12,270-71.0% |