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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 | $709,242 | $87,059+714.7% | $105,608+571.6% | $80,925+776.4% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.3%+22.8pp | 67.7%+30.4pp |
| Annual return | 3.93% | 17.05%-13.1pp | 116.50%-112.6pp | 35.65%-31.7pp |
| Employer contribution / active EE | $23,848 | $2,396+895.1% | $3,167+653.0% | $2,756+765.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,827 | $8,443-19.1% | $11,028-38.1% | $6,940-1.6% |