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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 | $295,847 | $61,125+384.0% | $94,057+214.5% | $87,485+238.2% |
| Participation rate | 88.2% | 64.1%+24.2pp | 73.3%+14.9pp | 68.9%+19.3pp |
| Annual return | 11.14% | 35.20%-24.1pp | 480.62%-469.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,671 | $3,260+319.3% | $4,709+190.3% | $4,274+219.9% |
| Admin fee / account holder | $11,537 | $5,629+105.0% | $7,244+59.3% | $7,775+48.4% |