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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 | $442,839 | $73,988+498.5% | $96,538+358.7% | $75,177+489.1% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.3pp |
| Annual return | 11.42% | 26.73%-15.3pp | 35.74%-24.3pp | 160.75%-149.3pp |
| Employer contribution / active EE | $11,381 | $2,930+288.4% | $3,740+204.3% | $2,671+326.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,268 | $5,220+135.0% | $6,737+82.1% | $5,651+117.1% |