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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 | $275,868 | $57,506+379.7% | $67,221+310.4% | $79,858+245.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 7.04% | 18.46%-11.4pp | 20.72%-13.7pp | 31.72%-24.7pp |
| Employer contribution / active EE | $14,747 | $2,961+398.1% | $3,723+296.1% | $2,471+496.8% |
| Participant deferral / active EE | $14,149 | $3,508+303.3% | $4,384+222.7% | $3,740+278.3% |
| Admin fee / account holder | $4,995 | $4,029+24.0% | $5,844-14.5% | $5,306-5.9% |