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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 | $77,574+546.1% | $108,753+360.9% | $86,983+476.2% |
| Participation rate | 96.2% | 62.3%+33.9pp | 71.1%+25.1pp | 69.5%+26.6pp |
| Annual return | 8.77% | 18.42%-9.6pp | 37.47%-28.7pp | 25.83%-17.1pp |
| Employer contribution / active EE | $25,385 | $1,611+1476.1% | $2,427+946.1% | $2,584+882.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,592 | $6,529+16.3% | $10,320-26.4% | $7,856-3.4% |