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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 | $387,283 | $106,247+264.5% | $96,515+301.3% | $139,466+177.7% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 10.56% | 38.47%-27.9pp | 35.73%-25.2pp | 373.66%-363.1pp |
| Employer contribution / active EE | $12,699 | $4,106+209.3% | $3,740+239.6% | $4,754+167.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,833 | $7,885-51.4% | $6,735-43.1% | $11,409-66.4% |