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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 | $251,193 | $23,330+976.7% | $64,489+289.5% | $82,448+204.7% |
| Participation rate | 95.1% | 68.3%+26.8pp | 67.7%+27.4pp | 68.1%+27.1pp |
| Annual return | 11.68% | 83.66%-72.0pp | 55.03%-43.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,123 | $824+400.1% | $1,523+170.7% | $2,551+61.6% |
| Participant deferral / active EE | $6,737 | $1,707+294.6% | $2,778+142.5% | $4,139+62.8% |
| Admin fee / account holder | $9,026 | $2,946+206.4% | $4,260+111.9% | $7,234+24.8% |