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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 | $523,937 | $83,485+527.6% | $125,195+318.5% | $72,976+618.0% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.7pp | 69.5%+27.9pp |
| Annual return | 10.42% | 25.77%-15.4pp | 43.79%-33.4pp | 81.02%-70.6pp |
| Employer contribution / active EE | $5,511 | $2,346+134.9% | $3,866+42.5% | $2,440+125.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,299 | $5,518-22.1% | $9,704-55.7% | $5,124-16.1% |