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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 | $328,670 | $60,349+444.6% | $74,184+343.0% | $62,881+422.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.95% | 21.38%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $8,065 | $1,680+380.0% | $2,370+240.3% | $2,281+253.6% |
| Participant deferral / active EE | $2,354 | $2,856-17.6% | $3,550-33.7% | $3,203-26.5% |
| Admin fee / account holder | $13,929 | $4,261+226.9% | $5,586+149.4% | $4,296+224.3% |