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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 | $452,405 | $123,793+265.5% | $177,848+154.4% | $79,856+466.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.71% | 22.82%-18.1pp | 48.33%-43.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $2,305 | $4,095-43.7% | $5,919-61.1% | $2,471-6.7% |
| Participant deferral / active EE | $6,901 | $5,956+15.9% | $7,714-10.5% | $3,741+84.5% |
| Admin fee / account holder | $26,855 | $7,243+270.8% | $12,431+116.0% | $5,306+406.1% |