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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 | $69,444+473.3% | $92,985+328.1% | $87,485+355.1% |
| Participation rate | 96.8% | 63.3%+33.5pp | 69.5%+27.3pp | 68.9%+27.8pp |
| Annual return | 9.19% | 23.85%-14.7pp | 27.99%-18.8pp | 26.06%-16.9pp |
| Employer contribution / active EE | $12,903 | $1,917+573.1% | $2,662+384.7% | $2,596+397.0% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $57,903 | $6,137+843.5% | $9,463+511.9% | $7,775+644.8% |