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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 | $451,235 | $86,298+422.9% | $111,308+305.4% | $85,847+425.6% |
| Participation rate | 97.9% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 4.08% | 19.99%-15.9pp | 54.67%-50.6pp | 318.61%-314.5pp |
| Employer contribution / active EE | $4,167 | $2,044+103.9% | $2,732+52.5% | $2,565+62.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $61,972 | $8,189+656.7% | $7,965+678.0% | $6,261+889.9% |