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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 | $447,740 | $81,208+451.3% | $98,920+352.6% | $79,852+460.7% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.7pp | 69.6%+27.1pp |
| Annual return | 10.23% | 60.99%-50.8pp | 196.47%-186.2pp | 31.72%-21.5pp |
| Employer contribution / active EE | $20,356 | $1,960+938.7% | $2,689+656.9% | $2,471+723.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30,080 | $6,013+400.3% | $6,643+352.8% | $5,306+466.9% |