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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 | $402,665 | $87,834+358.4% | $133,975+200.6% | $62,881+540.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 87.1%-12.1pp | 69.3%+5.7pp |
| Annual return | 5.54% | 12.05%-6.5pp | 29.29%-23.8pp | 20.14%-14.6pp |
| Employer contribution / active EE | $8,321 | $3,482+138.9% | $5,211+59.7% | $2,281+264.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15,760 | $5,372+193.4% | $9,324+69.0% | $4,296+266.9% |