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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 | $347,007 | $63,365+447.6% | $91,994+277.2% | $72,975+375.5% |
| Participation rate | 96.2% | 72.5%+23.6pp | 78.6%+17.5pp | 69.5%+26.7pp |
| Annual return | 17.00% | 35.35%-18.3pp | 69.04%-52.0pp | 81.01%-64.0pp |
| Employer contribution / active EE | $21,620 | $2,116+922.0% | $3,453+526.2% | $2,440+786.1% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,755 | $4,670+130.3% | $7,744+38.9% | $5,124+109.9% |