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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 | $75,807+460.0% | $116,096+265.7% | $86,983+388.0% |
| Participation rate | 90.2% | 66.9%+23.3pp | 73.3%+16.9pp | 69.5%+20.7pp |
| Annual return | 6.83% | 18.57%-11.7pp | 326.25%-319.4pp | 25.83%-19.0pp |
| Employer contribution / active EE | $2,258 | $1,892+19.3% | $2,503-9.8% | $2,584-12.6% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $41,775 | $6,659+527.4% | $7,704+442.2% | $7,856+431.8% |