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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 | $479,750 | $78,670+509.8% | $109,173+339.4% | $85,847+458.8% |
| Participation rate | 96.9% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.6pp |
| Annual return | 7.94% | 25.09%-17.2pp | 25.75%-17.8pp | 318.61%-310.7pp |
| Employer contribution / active EE | $19,176 | $2,734+601.4% | $3,723+415.1% | $2,565+647.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,995 | $5,469+119.3% | $6,755+77.6% | $6,261+91.6% |