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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 | $501,212 | $76,834+552.3% | $108,359+362.5% | $87,485+472.9% |
| Participation rate | 96.2% | 61.7%+34.4pp | 70.1%+26.0pp | 68.9%+27.2pp |
| Annual return | 8.77% | 19.09%-10.3pp | 36.89%-28.1pp | 26.06%-17.3pp |
| Employer contribution / active EE | $25,385 | $1,556+1531.1% | $2,399+957.9% | $2,596+877.8% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,592 | $6,537+16.1% | $9,741-22.1% | $7,775-2.4% |