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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 | $258,307 | $109,359+136.2% | $162,185+59.3% | $72,976+254.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 10.46% | 25.46%-15.0pp | 115.61%-105.1pp | 81.02%-70.6pp |
| Employer contribution / active EE | $11,336 | $3,907+190.1% | $5,613+101.9% | $2,440+364.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,065 | $7,972-86.6% | $10,844-90.2% | $5,124-79.2% |