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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 | $394,167 | $97,550+304.1% | $120,344+227.5% | $87,485+350.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 7.91% | 18.41%-10.5pp | 20.30%-12.4pp | 26.06%-18.2pp |
| Employer contribution / active EE | $27,061 | $2,291+1081.3% | $3,020+796.0% | $2,596+942.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $22,026 | $9,543+130.8% | $12,742+72.9% | $7,775+183.3% |