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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 | $358,426 | $83,477+329.4% | $125,175+186.3% | $72,986+391.1% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | 9.42% | 25.78%-16.4pp | 43.79%-34.4pp | 81.01%-71.6pp |
| Employer contribution / active EE | $9,366 | $2,345+299.3% | $3,865+142.3% | $2,440+283.8% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,206 | $5,517+12.5% | $9,702-36.0% | $5,124+21.1% |