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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 | $310,420 | $108,825+185.2% | $156,181+98.8% | $82,448+276.5% |
| Participation rate | 82.9% | 72.4%+10.6pp | 78.8%+4.1pp | 68.1%+14.9pp |
| Annual return | 6.10% | 20.59%-14.5pp | 64.87%-58.8pp | 41.64%-35.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,694 | $4,577-41.1% | $6,132-56.1% | $4,139-34.9% |
| Admin fee / account holder | $119,597 | $9,341+1180.4% | $14,586+719.9% | $7,234+1553.2% |