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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 | $275,107 | $138,393+98.8% | $184,256+49.3% | $80,959+239.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.55% | 20.01%-11.5pp | 28.85%-20.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $9,409 | $4,847+94.1% | $6,427+46.4% | $2,757+241.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $36,945 | $10,489+252.2% | $13,899+165.8% | $6,925+433.5% |