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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 | $252,644 | $96,731+161.2% | $123,973+103.8% | $86,983+190.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 10.48% | 17.33%-6.8pp | 388.13%-377.6pp | 25.83%-15.4pp |
| Employer contribution / active EE | $23,977 | $3,297+627.2% | $4,126+481.2% | $2,584+827.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,846 | $8,722-10.0% | $11,799-33.5% | $7,856-0.1% |