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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 | $436,975 | $106,524+310.2% | $152,301+186.9% | $87,485+399.5% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.4%+10.1pp | 68.9%+23.7pp |
| Annual return | 13.17% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $20,655 | $6,525+216.6% | $8,004+158.1% | $4,274+383.3% |
| Admin fee / account holder | $91,932 | $8,287+1009.4% | $14,398+538.5% | $7,775+1082.4% |