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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 | $100,194+391.9% | $122,979+300.7% | $86,983+466.6% |
| Participation rate | 94.5% | 73.0%+21.6pp | 77.2%+17.4pp | 69.5%+25.0pp |
| Annual return | 4.56% | 16.47%-11.9pp | 20.12%-15.6pp | 25.83%-21.3pp |
| Employer contribution / active EE | $19,091 | $2,326+720.9% | $3,062+523.4% | $2,584+638.7% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $38,372 | $10,148+278.1% | $12,864+198.3% | $7,856+388.4% |