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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 | $541,437 | $76,551+607.3% | $123,894+337.0% | $62,881+761.1% |
| Participation rate | 94.5% | 73.0%+21.6pp | 81.4%+13.1pp | 69.3%+25.2pp |
| Annual return | 4.23% | 18.68%-14.4pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $11,781 | $2,882+308.7% | $4,617+155.2% | $2,281+416.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $95,972 | $4,826+1888.7% | $8,357+1048.4% | $4,296+2134.1% |