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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 | $501,206 | $78,015+542.4% | $178,505+180.8% | $80,959+519.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 3.72% | 18.10%-14.4pp | 27.16%-23.4pp | 35.67%-31.9pp |
| Employer contribution / active EE | $2,490 | $2,281+9.1% | $3,955-37.0% | $2,757-9.7% |
| Participant deferral / active EE | $3,555 | $4,406-19.3% | $6,280-43.4% | $4,300-17.3% |
| Admin fee / account holder | $55,198 | $7,160+670.9% | $10,428+429.3% | $6,925+697.0% |