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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 | $146,267+131.1% | $197,124+71.4% | $82,448+309.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 9.56% | 29.61%-20.1pp | 44.34%-34.8pp | 41.64%-32.1pp |
| Employer contribution / active EE | $16,113 | $4,723+241.1% | $6,227+158.7% | $2,551+531.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $22,731 | $14,422+57.6% | $16,298+39.5% | $7,234+214.2% |