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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 | $78,690+378.4% | $161,489+133.1% | $87,485+330.3% |
| Participation rate | 85.7% | 67.5%+18.2pp | 78.7%+7.0pp | 68.9%+16.8pp |
| Annual return | 12.23% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $19,909 | $2,588+669.2% | $4,268+366.5% | $2,596+666.9% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,865 | $6,724+2.1% | $16,006-57.1% | $7,775-11.7% |