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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 | $435,194 | $93,063+367.6% | $153,476+183.6% | $80,911+437.9% |
| Participation rate | 94.9% | 69.0%+25.9pp | 77.1%+17.8pp | 67.6%+27.2pp |
| Annual return | 8.71% | 19.95%-11.2pp | 15.66%-7.0pp | 35.63%-26.9pp |
| Employer contribution / active EE | $28,567 | $3,507+714.4% | $5,038+467.0% | $2,756+936.6% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $6,759-100.0% | $4,297-100.0% |
| Admin fee / account holder | $82,941 | $8,891+832.9% | $12,729+551.6% | $6,935+1096.0% |