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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 | $376,487 | $75,541+398.4% | $152,093+147.5% | $82,637+355.6% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.8%+7.9pp | 68.1%+17.7pp |
| Annual return | 12.23% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $19,909 | $2,622+659.2% | $4,175+376.9% | $2,552+680.1% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,865 | $6,405+7.2% | $14,497-52.6% | $7,339-6.5% |