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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 | $504,326 | $106,864+371.9% | $147,318+242.3% | $82,637+510.3% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 13.20% | 27.49%-14.3pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $15,942 | $3,417+366.6% | $4,593+247.1% | $2,552+524.7% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $90,430 | $8,415+974.7% | $13,708+559.7% | $7,339+1132.2% |