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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 | $1,033,788 | $61,789+1573.1% | $97,167+963.9% | $80,874+1178.3% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.7%+24.8pp | 67.6%+29.9pp |
| Annual return | 7.30% | -557.90%+565.2pp | 75.27%-68.0pp | 35.62%-28.3pp |
| Employer contribution / active EE | $2,493 | $1,837+35.7% | $2,729-8.7% | $2,756-9.5% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $34,328 | $5,168+564.2% | $5,650+507.6% | $6,935+395.0% |