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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 | $466,818 | $77,677+501.0% | $109,188+327.5% | $79,389+488.0% |
| Participation rate | 99.0% | 67.8%+31.2pp | 75.9%+23.2pp | 70.7%+28.3pp |
| Annual return | 10.18% | 23.44%-13.3pp | 25.76%-15.6pp | 116.89%-106.7pp |
| Employer contribution / active EE | $2,645 | $2,798-5.5% | $3,723-29.0% | $2,428+8.9% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,757 | $732+139.8% | $6,755-74.0% | $626+180.5% |