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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 | $88,672+384.4% | $105,223+308.2% | $82,448+421.0% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.2pp |
| Annual return | 8.52% | 30.86%-22.3pp | 180.65%-172.1pp | 41.64%-33.1pp |
| Employer contribution / active EE | $27,480 | $3,048+801.6% | $3,689+645.0% | $2,551+977.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,023 | $7,146-43.7% | $8,859-54.6% | $7,234-44.4% |