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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 | $351,220 | $182,442+92.5% | $163,379+115.0% | $138,895+152.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 3.61% | 72.74%-69.1pp | 63.41%-59.8pp | 145.39%-141.8pp |
| Employer contribution / active EE | $1,800 | $4,159-56.7% | $3,752-52.0% | $4,194-57.1% |
| Participant deferral / active EE | $2,250 | $6,817-67.0% | $6,282-64.2% | $6,396-64.8% |
| Admin fee / account holder | $23,660 | $10,396+127.6% | $9,818+141.0% | $12,562+88.3% |