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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 | $498,884 | $78,707+533.9% | $117,861+323.3% | $70,126+611.4% |
| Participation rate | 90.8% | 73.2%+17.6pp | 79.7%+11.1pp | 69.5%+21.2pp |
| Annual return | 7.28% | 23.30%-16.0pp | 335.11%-327.8pp | 73.15%-65.9pp |
| Employer contribution / active EE | $25,904 | $2,223+1065.0% | $3,786+584.2% | $2,343+1005.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $80,417 | $5,066+1487.5% | $8,021+902.6% | $4,645+1631.1% |