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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 | $307,637 | $108,825+182.7% | $156,181+97.0% | $82,448+273.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.63% | 20.59%-9.0pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $968 | $2,870-66.3% | $4,294-77.5% | $2,551-62.0% |
| Participant deferral / active EE | $7,057 | $4,577+54.2% | $6,132+15.1% | $4,139+70.5% |
| Admin fee / account holder | $123,938 | $9,341+1226.9% | $14,586+749.7% | $7,234+1613.2% |