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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 | $268,358 | $57,541+366.4% | $95,759+180.2% | $75,177+257.0% |
| Participation rate | 98.2% | 62.5%+35.7pp | 72.3%+26.0pp | 67.2%+31.0pp |
| Annual return | 5.51% | 34.93%-29.4pp | 28.42%-22.9pp | 160.75%-155.2pp |
| Employer contribution / active EE | $12,664 | $1,808+600.6% | $2,836+346.5% | $2,671+374.1% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,181 | $4,099+75.2% | $5,678+26.5% | $5,651+27.1% |