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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 | $784,653 | $123,793+533.8% | $177,848+341.2% | $79,856+882.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.91% | 22.82%-21.9pp | 48.33%-47.4pp | 31.71%-30.8pp |
| Employer contribution / active EE | $15,324 | $4,095+274.2% | $5,919+158.9% | $2,471+520.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,246 | $7,243+13.9% | $12,431-33.7% | $5,306+55.4% |