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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 | $276,919 | $93,345+196.7% | $119,126+132.5% | $87,485+216.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 5.60% | 19.08%-13.5pp | 282.11%-276.5pp | 26.06%-20.5pp |
| Employer contribution / active EE | $4,054 | $3,172+27.8% | $4,034+0.5% | $2,596+56.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,672 | $8,039+70.1% | $10,693+27.9% | $7,775+75.9% |