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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 | $376,487 | $76,407+392.7% | $150,298+150.5% | $82,448+356.6% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 12.23% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $19,909 | $2,614+661.6% | $4,154+379.3% | $2,551+680.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,865 | $6,352+8.1% | $14,116-51.4% | $7,234-5.1% |