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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 | $461,062 | $68,681+571.3% | $86,615+432.3% | $85,847+437.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 8.59% | 20.12%-11.5pp | 63.51%-54.9pp | 318.61%-310.0pp |
| Employer contribution / active EE | $2,474 | $1,880+31.6% | $2,496-0.9% | $2,565-3.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17,716 | $5,974+196.5% | $5,830+203.9% | $6,261+183.0% |