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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 | $422,960 | $107,666+292.8% | $102,184+313.9% | $154,746+173.3% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 7.28% | 29.33%-22.0pp | 31.58%-24.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $30,000 | $3,846+680.0% | $3,594+734.8% | $4,379+585.1% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $564 | $12,943-95.6% | $11,609-95.1% | $14,365-96.1% |