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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 | $338,710 | $93,345+262.9% | $119,126+184.3% | $87,485+287.2% |
| Participation rate | 93.3% | 68.7%+24.6pp | 75.8%+17.6pp | 68.9%+24.4pp |
| Annual return | 5.71% | 19.08%-13.4pp | 282.11%-276.4pp | 26.06%-20.3pp |
| Employer contribution / active EE | $2,615 | $3,172-17.6% | $4,034-35.2% | $2,596+0.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,275 | $8,039-84.1% | $10,693-88.1% | $7,775-83.6% |