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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 | $432,145 | $100,194+331.3% | $122,979+251.4% | $86,983+396.8% |
| Participation rate | 97.9% | 73.0%+24.9pp | 77.2%+20.7pp | 69.5%+28.3pp |
| Annual return | 8.08% | 16.47%-8.4pp | 20.12%-12.0pp | 25.83%-17.8pp |
| Employer contribution / active EE | $9,996 | $2,326+329.8% | $3,062+226.4% | $2,584+286.8% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $111,937 | $10,148+1003.1% | $12,864+770.1% | $7,856+1324.9% |