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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 | $429,571 | $96,731+344.1% | $123,973+246.5% | $86,983+393.9% |
| Participation rate | 96.3% | 70.0%+26.3pp | 76.7%+19.6pp | 69.5%+26.8pp |
| Annual return | 8.52% | 17.33%-8.8pp | 388.13%-379.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $27,480 | $3,297+733.5% | $4,126+566.1% | $2,584+963.3% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,023 | $8,722-53.9% | $11,799-65.9% | $7,856-48.8% |