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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 | $383,524 | $80,992+373.5% | $96,534+297.3% | $75,173+410.2% |
| Participation rate | 93.3% | 71.8%+21.5pp | 76.0%+17.4pp | 67.2%+26.1pp |
| Annual return | 8.47% | 27.05%-18.6pp | 25.88%-17.4pp | 160.72%-152.2pp |
| Employer contribution / active EE | $16,815 | $2,283+636.6% | $2,965+467.0% | $2,671+529.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,058 | $6,717+49.7% | $8,253+21.9% | $5,651+78.0% |