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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 | $584,471 | $87,733+566.2% | $106,554+448.5% | $85,851+580.8% |
| Participation rate | 94.2% | 71.9%+22.3pp | 76.1%+18.1pp | 69.3%+24.9pp |
| Annual return | 10.11% | 21.86%-11.7pp | 26.80%-16.7pp | 318.63%-308.5pp |
| Employer contribution / active EE | $1,279 | $2,073-38.3% | $2,819-54.6% | $2,565-50.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,783 | $6,767-44.1% | $7,408-48.9% | $6,261-39.6% |