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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 | $382,370 | $108,825+251.4% | $156,181+144.8% | $82,448+363.8% |
| Participation rate | 88.9% | 72.4%+16.5pp | 78.8%+10.1pp | 68.1%+20.8pp |
| Annual return | 6.10% | 20.59%-14.5pp | 64.87%-58.8pp | 41.64%-35.5pp |
| Employer contribution / active EE | $15,809 | $2,870+450.9% | $4,294+268.2% | $2,551+519.7% |
| Participant deferral / active EE | $6,057 | $4,577+32.3% | $6,132-1.2% | $4,139+46.3% |
| Admin fee / account holder | $245,985 | $9,341+2533.5% | $14,586+1586.4% | $7,234+3300.2% |