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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 | $366,311 | $73,978+395.2% | $96,515+279.5% | $75,173+387.3% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+29.9pp |
| Annual return | 12.74% | 26.72%-14.0pp | 35.73%-23.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $16,300 | $2,931+456.2% | $3,740+335.9% | $2,671+510.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,328 | $5,219+59.6% | $6,735+23.6% | $5,651+47.4% |