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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 | $424,512 | $87,225+386.7% | $158,226+168.3% | $94,015+351.5% |
| Participation rate | 90.2% | 67.9%+22.3pp | 74.8%+15.4pp | 70.8%+19.4pp |
| Annual return | 6.83% | 16.34%-9.5pp | 501.41%-494.6pp | 17.84%-11.0pp |
| Employer contribution / active EE | $2,258 | $2,217+1.9% | $2,986-24.4% | $2,790-19.1% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $41,775 | $7,888+429.6% | $10,217+308.9% | $8,951+366.7% |