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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 | $476,676 | $86,949+448.2% | $102,460+365.2% | $80,959+488.8% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.7%+29.8pp |
| Annual return | 5.60% | 18.89%-13.3pp | 29.47%-23.9pp | 35.67%-30.1pp |
| Employer contribution / active EE | $9,615 | $2,370+305.8% | $3,025+217.8% | $2,757+248.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $61,588 | $8,048+665.3% | $9,460+551.0% | $6,925+789.3% |