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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 | $449,684 | $181,896+147.2% | $156,551+187.2% | $273,972+64.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 1.85% | 30.74%-28.9pp | 32.23%-30.4pp | 41.46%-39.6pp |
| Employer contribution / active EE | $11,856 | $6,248+89.8% | $5,501+115.5% | $4,869+143.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $35,416 | $15,560+127.6% | $13,028+171.8% | $10,133+249.5% |