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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 | $359,041 | $75,541+375.3% | $152,093+136.1% | $82,637+334.5% |
| Participation rate | 87.0% | 66.5%+20.4pp | 77.8%+9.2pp | 68.1%+18.9pp |
| Annual return | 8.15% | 32.56%-24.4pp | 66.36%-58.2pp | 53.51%-45.4pp |
| Employer contribution / active EE | $9,788 | $2,622+273.2% | $4,175+134.4% | $2,552+283.5% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $75,257 | $6,405+1075.0% | $14,497+419.1% | $7,339+925.5% |