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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 | $387,512 | $73,787+425.2% | $98,716+292.6% | $82,448+370.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 11.35% | 18.57%-7.2pp | 31.81%-20.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $14,435 | $1,511+855.2% | $2,279+533.5% | $2,551+465.9% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,114 | $6,500+71.0% | $8,703+27.7% | $7,234+53.6% |