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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 | $405,830 | $118,496+242.5% | $98,461+312.2% | $139,466+191.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.43% | 18.96%-13.5pp | 21.17%-15.7pp | 373.66%-368.2pp |
| Employer contribution / active EE | $18,910 | $3,611+423.8% | $3,049+520.3% | $4,754+297.8% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $22,876 | $14,056+62.8% | $8,961+155.3% | $11,409+100.5% |