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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 | $290,821 | $146,267+98.8% | $197,124+47.5% | $82,448+252.7% |
| Participation rate | 98.8% | 84.0%+14.8pp | 86.7%+12.1pp | 68.1%+30.7pp |
| Annual return | 3.83% | 29.61%-25.8pp | 44.34%-40.5pp | 41.64%-37.8pp |
| Employer contribution / active EE | $28,963 | $4,723+513.2% | $6,227+365.1% | $2,551+1035.4% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,037 | $14,422-58.1% | $16,298-63.0% | $7,234-16.5% |