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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 | $114,712+170.6% | $173,730+78.7% | $87,485+254.8% |
| Participation rate | 82.9% | 73.0%+9.9pp | 79.6%+3.4pp | 68.9%+14.0pp |
| Annual return | 6.10% | 20.18%-14.1pp | 19.96%-13.9pp | 26.06%-20.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,694 | $4,642-42.0% | $6,326-57.4% | $4,274-37.0% |
| Admin fee / account holder | $119,597 | $10,210+1071.4% | $17,523+582.5% | $7,775+1438.3% |