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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 | $93,345+360.2% | $119,126+260.6% | $87,485+391.0% |
| Participation rate | 96.3% | 68.7%+27.6pp | 75.8%+20.5pp | 68.9%+27.4pp |
| Annual return | 8.52% | 19.08%-10.6pp | 282.11%-273.6pp | 26.06%-17.5pp |
| Employer contribution / active EE | $27,480 | $3,172+766.4% | $4,034+581.3% | $2,596+958.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,023 | $8,039-50.0% | $10,693-62.4% | $7,775-48.3% |