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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 | $348,092 | $138,312+151.7% | $122,979+183.1% | $155,188+124.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 6.76% | 22.06%-15.3pp | 20.12%-13.4pp | 148.84%-142.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,100 | $5,592-8.8% | $5,003+1.9% | $6,531-21.9% |
| Admin fee / account holder | $6,444 | $15,089-57.3% | $12,864-49.9% | $14,480-55.5% |