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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 | $476,998 | $51,638+823.7% | $68,368+597.7% | $82,448+478.5% |
| Participation rate | 97.3% | 63.6%+33.7pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 7.21% | 37.53%-30.3pp | 292.57%-285.4pp | 41.64%-34.4pp |
| Employer contribution / active EE | $21,443 | $2,047+947.8% | $2,649+709.5% | $2,551+740.6% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $43,069 | $4,643+827.5% | $5,150+736.3% | $7,234+495.3% |