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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 | $321,394 | $95,453+236.7% | $112,040+186.9% | $82,448+289.8% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 9.47% | 23.92%-14.4pp | 24.52%-15.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $19,245 | $2,318+730.3% | $2,954+551.5% | $2,551+654.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $26,849 | $9,013+197.9% | $12,098+121.9% | $7,234+271.1% |