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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 | $86,938+324.1% | $102,423+260.0% | $80,925+355.6% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.7%+28.3pp |
| Annual return | 5.13% | 18.89%-13.8pp | 29.42%-24.3pp | 35.65%-30.5pp |
| Employer contribution / active EE | $16,203 | $2,369+583.9% | $3,023+436.0% | $2,756+487.8% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $50,617 | $8,053+528.6% | $9,455+435.4% | $6,940+629.3% |