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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 | $80,985+373.6% | $96,576+297.1% | $75,181+410.1% |
| Participation rate | 93.3% | 71.8%+21.6pp | 76.0%+17.4pp | 67.2%+26.1pp |
| Annual return | 8.47% | 27.05%-18.6pp | 25.87%-17.4pp | 160.69%-152.2pp |
| Employer contribution / active EE | $16,815 | $2,282+636.7% | $2,965+467.1% | $2,671+529.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,058 | $6,719+49.7% | $8,253+21.9% | $5,650+78.0% |