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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 | $95,453+416.3% | $112,040+339.9% | $82,448+497.8% |
| Participation rate | 94.5% | 72.8%+21.8pp | 76.5%+18.1pp | 68.1%+26.5pp |
| Annual return | 4.56% | 23.92%-19.4pp | 24.52%-20.0pp | 41.64%-37.1pp |
| Employer contribution / active EE | $19,091 | $2,318+723.7% | $2,954+546.3% | $2,551+648.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $38,372 | $9,013+325.7% | $12,098+217.2% | $7,234+430.4% |