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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 | $142,972+136.4% | $214,702+57.4% | $86,983+288.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 9.56% | 18.49%-8.9pp | 54.55%-45.0pp | 25.83%-16.3pp |
| Employer contribution / active EE | $16,113 | $4,635+247.6% | $6,461+149.4% | $2,584+523.5% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $22,731 | $17,617+29.0% | $19,830+14.6% | $7,856+189.3% |