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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 | $796,564 | $86,949+816.1% | $102,460+677.4% | $80,959+883.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 2.23% | 18.89%-16.7pp | 29.47%-27.2pp | 35.67%-33.4pp |
| Employer contribution / active EE | $5,497 | $2,370+132.0% | $3,025+81.7% | $2,757+99.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,899 | $8,048-51.5% | $9,460-58.8% | $6,925-43.7% |