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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 | $95,404+328.3% | $113,397+260.3% | $82,637+394.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.74% | 19.08%-8.3pp | 23.20%-12.5pp | 53.51%-42.8pp |
| Employer contribution / active EE | $19,649 | $2,307+751.8% | $2,977+560.0% | $2,552+669.9% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,721 | $9,168+158.7% | $11,957+98.4% | $7,339+223.2% |