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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 | $278,377 | $106,524+161.3% | $152,301+82.8% | $87,485+218.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 14.06% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,890 | $6,525+36.2% | $8,004+11.1% | $4,274+108.0% |
| Admin fee / account holder | $17,556 | $8,287+111.9% | $14,398+21.9% | $7,775+125.8% |