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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 | $254,710 | $107,733+136.4% | $92,985+173.9% | $154,746+64.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 5.07% | 30.39%-25.3pp | 27.99%-22.9pp | 172.34%-167.3pp |
| Employer contribution / active EE | $3,201 | $3,126+2.4% | $2,662+20.2% | $4,379-26.9% |
| Participant deferral / active EE | $7,461 | $5,053+47.7% | $4,377+70.5% | $6,730+10.9% |
| Admin fee / account holder | $388,585 | $11,369+3317.9% | $9,463+4006.3% | $14,365+2605.0% |