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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 | $95,453+352.7% | $112,040+285.7% | $82,448+424.1% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 8.08% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.6pp |
| Employer contribution / active EE | $9,996 | $2,318+331.3% | $2,954+238.4% | $2,551+291.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $111,937 | $9,013+1141.9% | $12,098+825.3% | $7,234+1447.3% |