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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 | $492,833 | $97,550+405.2% | $120,344+309.5% | $87,485+463.3% |
| Participation rate | 94.5% | 72.8%+21.7pp | 76.7%+17.8pp | 68.9%+25.6pp |
| Annual return | 4.56% | 18.41%-13.9pp | 20.30%-15.7pp | 26.06%-21.5pp |
| Employer contribution / active EE | $19,091 | $2,291+733.4% | $3,020+532.1% | $2,596+635.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $38,372 | $9,543+302.1% | $12,742+201.2% | $7,775+393.5% |