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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 | $101,752+496.7% | $164,928+268.1% | $80,911+650.4% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 4.48% | 16.73%-12.3pp | 70.08%-65.6pp | 35.63%-31.2pp |
| Employer contribution / active EE | $19,726 | $2,953+567.9% | $4,343+354.2% | $2,756+615.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $44,968 | $8,218+447.2% | $12,684+254.5% | $6,935+548.5% |