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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 | $359,519 | $138,385+159.8% | $184,243+95.1% | $80,925+344.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 3.69% | 20.02%-16.3pp | 28.82%-25.1pp | 35.65%-32.0pp |
| Employer contribution / active EE | $11,814 | $4,851+143.6% | $6,427+83.8% | $2,756+328.6% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $35,625 | $10,489+239.6% | $13,914+156.0% | $6,940+413.3% |