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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 | $283,232 | $110,278+156.8% | $95,740+195.8% | $139,466+103.1% |
| Participation rate | 87.0% | 75.7%+11.2pp | 72.3%+14.7pp | 80.3%+6.6pp |
| Annual return | 3.88% | 27.19%-23.3pp | 28.41%-24.5pp | 373.66%-369.8pp |
| Employer contribution / active EE | $25,157 | $3,260+671.6% | $2,836+787.0% | $4,754+429.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $13,771 | $6,613+108.2% | $5,676+142.6% | $11,409+20.7% |