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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 | $95,404+353.0% | $113,397+281.1% | $82,637+422.9% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 8.08% | 19.08%-11.0pp | 23.20%-15.1pp | 53.51%-45.4pp |
| Employer contribution / active EE | $9,996 | $2,307+333.4% | $2,977+235.8% | $2,552+291.7% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $111,937 | $9,168+1120.9% | $11,957+836.2% | $7,339+1425.3% |