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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 | $342,386 | $86,940+293.8% | $102,434+234.3% | $80,935+323.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.36% | 18.89%-8.5pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $11,493 | $2,370+385.0% | $3,023+280.2% | $2,757+316.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $24,424 | $8,047+203.5% | $9,462+158.1% | $6,924+252.7% |