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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 | $399,913 | $100,970+296.1% | $96,576+314.1% | $137,256+191.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 5.20% | 38.16%-33.0pp | 38.47%-33.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $7,936 | $3,809+108.3% | $3,553+123.3% | $4,156+90.9% |
| Participant deferral / active EE | $19,080 | $8,286+130.3% | $7,956+139.8% | $6,407+197.8% |
| Admin fee / account holder | $72,348 | $11,312+539.6% | $11,381+535.7% | $12,270+489.6% |