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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 | $114,712+216.9% | $173,730+109.2% | $87,485+315.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 8.46% | 20.18%-11.7pp | 19.96%-11.5pp | 26.06%-17.6pp |
| Employer contribution / active EE | $21,630 | $2,904+644.8% | $4,577+372.5% | $2,596+733.1% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,281 | $10,210-67.9% | $17,523-81.3% | $7,775-57.8% |