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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 | $540,391 | $124,346+334.6% | $111,308+385.5% | $167,536+222.6% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 7.73% | 37.45%-29.7pp | 54.67%-46.9pp | 478.82%-471.1pp |
| Employer contribution / active EE | $12,752 | $3,437+271.0% | $2,732+366.8% | $4,839+163.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,276 | $10,621-78.6% | $7,965-71.4% | $12,315-81.5% |