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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 | $607,169 | $101,778+496.6% | $164,975+268.0% | $80,925+650.3% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.7%+29.2pp |
| Annual return | 4.48% | 16.73%-12.2pp | 70.12%-65.6pp | 35.65%-31.2pp |
| Employer contribution / active EE | $19,726 | $2,954+567.8% | $4,343+354.3% | $2,756+615.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $44,968 | $8,221+447.0% | $12,688+254.4% | $6,940+547.9% |