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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 | $322,921 | $126,661+154.9% | $113,397+184.8% | $138,895+132.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 7.84% | 25.05%-17.2pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $15,424 | $3,456+346.3% | $2,977+418.1% | $4,194+267.7% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,680 | $14,549-40.3% | $11,957-27.4% | $12,562-30.9% |