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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 | $299,804 | $78,520+281.8% | $96,576+210.4% | $82,448+263.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 9.07% | 41.30%-32.2pp | 38.47%-29.4pp | 41.64%-32.6pp |
| Employer contribution / active EE | $24,298 | $2,630+824.1% | $3,553+583.9% | $2,551+852.5% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,429 | $13,455-29.9% | $11,381-17.2% | $7,234+30.3% |