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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 | $417,486 | $106,749+291.1% | $145,433+187.1% | $82,448+406.4% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 12.96% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $24,513 | $6,519+276.0% | $7,897+210.4% | $4,139+492.2% |
| Admin fee / account holder | $66,344 | $8,390+690.8% | $13,129+405.3% | $7,234+817.1% |