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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 | $301,941 | $81,504+270.5% | $102,437+194.8% | $80,959+273.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.42% | 25.60%-17.2pp | 24.95%-16.5pp | 35.67%-27.2pp |
| Employer contribution / active EE | $18,495 | $3,104+495.9% | $3,871+377.8% | $2,757+570.8% |
| Participant deferral / active EE | $5,848 | $3,871+51.1% | $5,060+15.6% | $4,300+36.0% |
| Admin fee / account holder | $5,699 | $6,719-15.2% | $8,388-32.1% | $6,925-17.7% |