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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 | $402,088 | $146,267+174.9% | $197,124+104.0% | $82,448+387.7% |
| Participation rate | 88.5% | 84.0%+4.4pp | 86.7%+1.7pp | 68.1%+20.4pp |
| Annual return | 12.48% | 29.61%-17.1pp | 44.34%-31.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $21,798 | $7,035+209.9% | $9,135+138.6% | $4,139+426.6% |
| Admin fee / account holder | $42,810 | $14,422+196.8% | $16,298+162.7% | $7,234+491.8% |