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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 | $359,269 | $136,860+162.5% | $120,344+198.5% | $154,746+132.2% |
| Participation rate | 95.0% | 79.9%+15.1pp | 76.7%+18.3pp | 80.7%+14.3pp |
| Annual return | 7.76% | 21.38%-13.6pp | 20.30%-12.5pp | 172.34%-164.6pp |
| Employer contribution / active EE | $14,607 | $3,533+313.4% | $3,020+383.7% | $4,379+233.6% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,562 | $15,393-76.9% | $12,742-72.0% | $14,365-75.2% |