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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 | $364,888 | $117,846+209.6% | $102,434+256.2% | $145,884+150.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.18% | 31.90%-26.7pp | 29.46%-24.3pp | 551.85%-546.7pp |
| Employer contribution / active EE | $23,213 | $3,615+542.2% | $3,023+667.8% | $4,662+397.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $21,671 | $13,356+62.3% | $9,462+129.0% | $13,392+61.8% |