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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 | $398,105 | $72,471+449.3% | $94,215+322.6% | $86,983+357.7% |
| Participation rate | 96.8% | 63.9%+32.9pp | 70.0%+26.8pp | 69.5%+27.2pp |
| Annual return | 9.19% | 26.44%-17.3pp | 28.22%-19.0pp | 25.83%-16.6pp |
| Employer contribution / active EE | $12,903 | $1,936+566.6% | $2,675+382.3% | $2,584+399.3% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $57,903 | $6,468+795.2% | $10,216+466.8% | $7,856+637.1% |