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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 | $316,162 | $110,240+186.8% | $96,544+227.5% | $139,487+126.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 3.75% | 26.41%-22.7pp | 25.88%-22.1pp | 373.84%-370.1pp |
| Employer contribution / active EE | $9,567 | $3,622+164.1% | $2,966+222.5% | $4,755+101.2% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $17,295 | $11,602+49.1% | $8,254+109.5% | $11,407+51.6% |