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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 | $468,118 | $80,983+478.0% | $96,544+384.9% | $75,177+522.7% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+28.9pp |
| Annual return | 11.90% | 27.05%-15.1pp | 25.88%-14.0pp | 160.75%-148.8pp |
| Employer contribution / active EE | $20,192 | $2,282+784.7% | $2,966+580.7% | $2,671+656.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $51,143 | $6,717+661.5% | $8,254+519.6% | $5,651+805.0% |