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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 | $411,472 | $126,661+224.9% | $113,397+262.9% | $138,895+196.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.48% | 25.05%-18.6pp | 23.20%-16.7pp | 145.39%-138.9pp |
| Employer contribution / active EE | $10,288 | $3,456+197.7% | $2,977+245.6% | $4,194+145.3% |
| Participant deferral / active EE | $3,700 | $5,693-35.0% | $5,076-27.1% | $6,396-42.2% |
| Admin fee / account holder | $117,549 | $14,549+707.9% | $11,957+883.1% | $12,562+835.7% |