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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 | $392,536 | $76,834+410.9% | $108,359+262.3% | $87,485+348.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 11.13% | 19.09%-8.0pp | 36.89%-25.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $7,140 | $1,556+358.8% | $2,399+197.6% | $2,596+175.0% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,458 | $6,537-77.7% | $9,741-85.0% | $7,775-81.2% |