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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 | $101,763+496.7% | $164,866+268.3% | $80,874+650.8% |
| Participation rate | 96.9% | 71.8%+25.1pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 4.48% | 16.73%-12.2pp | 69.97%-65.5pp | 35.62%-31.1pp |
| Employer contribution / active EE | $19,726 | $2,954+567.7% | $4,343+354.2% | $2,756+615.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $44,968 | $8,228+446.5% | $12,689+254.4% | $6,935+548.4% |