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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 | $466,591 | $85,766+444.0% | $136,297+242.3% | $70,124+565.4% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 11.84% | 31.45%-19.6pp | 5156.19%-5144.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,957 | $5,051-1.9% | $6,247-20.7% | $3,332+48.8% |
| Admin fee / account holder | $16,942 | $5,420+212.5% | $9,244+83.3% | $4,645+264.7% |