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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 | $73,107+480.7% | $114,563+270.5% | $87,485+385.2% |
| Participation rate | 90.2% | 65.8%+24.4pp | 72.9%+17.3pp | 68.9%+21.3pp |
| Annual return | 6.83% | 19.47%-12.6pp | 241.09%-234.3pp | 26.06%-19.2pp |
| Employer contribution / active EE | $2,258 | $1,881+20.0% | $2,592-12.9% | $2,596-13.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $41,775 | $5,770+624.0% | $7,623+448.0% | $7,775+437.3% |