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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 | $439,652 | $80,983+442.9% | $96,544+355.4% | $75,177+484.8% |
| Participation rate | 98.0% | 71.8%+26.2pp | 76.0%+22.0pp | 67.2%+30.8pp |
| Annual return | 8.49% | 27.05%-18.6pp | 25.88%-17.4pp | 160.75%-152.3pp |
| Employer contribution / active EE | $10,204 | $2,282+347.1% | $2,966+244.0% | $2,671+282.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $55,784 | $6,717+730.5% | $8,254+575.8% | $5,651+887.1% |