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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 | $314,737 | $81,446+286.4% | $103,374+204.5% | $80,874+289.2% |
| Participation rate | 94.7% | 66.9%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 5.75% | 25.57%-19.8pp | 24.89%-19.1pp | 35.62%-29.9pp |
| Employer contribution / active EE | $10,311 | $3,107+231.9% | $3,869+166.5% | $2,756+274.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,185 | $6,715-52.6% | $8,394-62.1% | $6,935-54.1% |