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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 | $95,453+312.9% | $112,040+251.8% | $82,448+378.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 7.91% | 23.92%-16.0pp | 24.52%-16.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $27,061 | $2,318+1067.5% | $2,954+816.1% | $2,551+960.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $22,026 | $9,013+144.4% | $12,098+82.1% | $7,234+204.5% |