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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 | $312,317 | $105,623+195.7% | $87,502+256.9% | $273,972+14.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -0.25% | 12.26%-12.5pp | 12.21%-12.5pp | 41.46%-41.7pp |
| Employer contribution / active EE | $9,096 | $3,141+189.6% | $2,550+256.8% | $4,869+86.8% |
| Participant deferral / active EE | $1,213 | $3,601-66.3% | $3,149-61.5% | $5,287-77.1% |
| Admin fee / account holder | $10,715 | $4,781+124.1% | $4,221+153.9% | $10,133+5.8% |