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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 | $386,943 | $86,919+345.2% | $102,457+277.7% | $80,911+378.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.68% | 18.90%-11.2pp | 29.41%-21.7pp | 35.63%-28.0pp |
| Employer contribution / active EE | $17,289 | $2,368+630.0% | $3,022+472.1% | $2,756+527.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $43,328 | $8,049+438.3% | $9,451+358.4% | $6,935+524.8% |