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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 | $408,593 | $97,550+318.9% | $120,344+239.5% | $87,485+367.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 10.74% | 18.41%-7.7pp | 20.30%-9.6pp | 26.06%-15.3pp |
| Employer contribution / active EE | $19,649 | $2,291+757.8% | $3,020+550.6% | $2,596+656.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $23,721 | $9,543+148.6% | $12,742+86.2% | $7,775+205.1% |