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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 | $363,493 | $115,931+213.5% | $185,441+96.0% | $86,983+317.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 8.46% | 21.47%-13.0pp | 20.16%-11.7pp | 25.83%-17.4pp |
| Employer contribution / active EE | $21,630 | $2,937+636.5% | $4,672+363.0% | $2,584+736.9% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,281 | $10,687-69.3% | $17,890-81.7% | $7,856-58.2% |