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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 | $309,560 | $93,598+230.7% | $135,974+127.7% | $75,173+311.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.75% | 30.89%-16.1pp | 68.30%-53.6pp | 160.72%-146.0pp |
| Employer contribution / active EE | $17,813 | $3,538+403.5% | $4,859+266.6% | $2,671+566.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,086 | $6,978+30.2% | $10,767-15.6% | $5,651+60.8% |