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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 | $359,041 | $86,050+317.2% | $189,758+89.2% | $94,015+281.9% |
| Participation rate | 87.0% | 68.9%+18.1pp | 79.8%+7.2pp | 70.8%+16.1pp |
| Annual return | 8.15% | 17.77%-9.6pp | 52.62%-44.5pp | 17.84%-9.7pp |
| Employer contribution / active EE | $9,788 | $2,819+247.2% | $4,767+105.3% | $2,790+250.8% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $75,257 | $6,627+1035.7% | $20,388+269.1% | $8,951+740.7% |