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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 | $337,969 | $143,969+134.8% | $199,883+69.1% | $82,637+309.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 9.56% | 25.67%-16.1pp | 43.81%-34.3pp | 53.51%-44.0pp |
| Employer contribution / active EE | $16,113 | $4,632+247.8% | $6,261+157.3% | $2,552+531.4% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,731 | $14,597+55.7% | $17,268+31.6% | $7,339+209.7% |