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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 | $368,734 | $86,949+324.1% | $102,460+259.9% | $80,959+355.5% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.7%+28.3pp |
| Annual return | 5.13% | 18.89%-13.8pp | 29.47%-24.3pp | 35.67%-30.5pp |
| Employer contribution / active EE | $16,203 | $2,370+583.7% | $3,025+435.6% | $2,757+487.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $50,617 | $8,048+529.0% | $9,460+435.1% | $6,925+630.9% |