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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 | $554,368 | $110,410+402.1% | $102,437+441.2% | $145,897+280.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 3.53% | 24.85%-21.3pp | 24.95%-21.4pp | 552.29%-548.8pp |
| Employer contribution / active EE | $29,460 | $4,217+598.6% | $3,871+661.1% | $4,663+531.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,508 | $9,745-53.7% | $8,388-46.3% | $13,390-66.3% |