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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 | $383,902 | $215,361+78.3% | $171,082+124.4% | $273,972+40.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.37% | 25.14%-24.8pp | 32.56%-32.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $22,498 | $4,967+353.0% | $4,002+462.2% | $4,869+362.1% |
| Participant deferral / active EE | $12,000 | $5,543+116.5% | $4,797+150.1% | $5,287+127.0% |
| Admin fee / account holder | $5,237 | $10,846-51.7% | $8,520-38.5% | $10,133-48.3% |