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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 | $351,429 | $97,550+260.3% | $120,344+192.0% | $87,485+301.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 5.23% | 18.41%-13.2pp | 20.30%-15.1pp | 26.06%-20.8pp |
| Employer contribution / active EE | $4,296 | $2,291+87.5% | $3,020+42.3% | $2,596+65.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $946 | $9,543-90.1% | $12,742-92.6% | $7,775-87.8% |