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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 | $261,579 | $80,983+223.0% | $96,544+170.9% | $75,177+247.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 10.42% | 27.05%-16.6pp | 25.88%-15.5pp | 160.75%-150.3pp |
| Employer contribution / active EE | $10,230 | $2,282+348.2% | $2,966+244.9% | $2,671+283.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,903 | $6,717-41.9% | $8,254-52.7% | $5,651-30.9% |