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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 | $87,166+192.2% | $76,735+231.9% | $137,256+85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 5.07% | 26.50%-21.4pp | 29.77%-24.7pp | 220.34%-215.3pp |
| Employer contribution / active EE | $3,201 | $2,904+10.2% | $2,454+30.4% | $4,156-23.0% |
| Participant deferral / active EE | $7,461 | $4,726+57.9% | $4,088+82.5% | $6,407+16.5% |
| Admin fee / account holder | $388,585 | $8,403+4524.3% | $7,189+5305.0% | $12,270+3066.9% |