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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 | $353,108 | $103,392+241.5% | $87,104+305.4% | $152,897+130.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.57% | 28.10%-27.5pp | 28.19%-27.6pp | 345.43%-344.9pp |
| Employer contribution / active EE | $10,204 | $3,221+216.8% | $2,521+304.7% | $4,764+114.2% |
| Participant deferral / active EE | $4,227 | $4,778-11.5% | $4,048+4.4% | $5,851-27.8% |
| Admin fee / account holder | $4,517 | $12,194-63.0% | $7,491-39.7% | $11,599-61.1% |